Mascoma Wealth Management LLC: SPSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mascoma Wealth Management LLC on SPSB, newest first. How the timeline and the estimate are built.
Mascoma Wealth Management LLC held 124,675 SPSB shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 124,675 sharesChange vs previous 13F +4 shares
0.69% of the 13F portfolio, value $3,741,498.
13F-HR 0001695664-26-000003 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 124,671 sharesChange vs previous 13F +46,405 shares
0.77% of the 13F portfolio, value $3,748,870.
13F-HR 0001695664-26-000002 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 78,266 sharesChange vs previous 13F -342 shares
0.51% of the 13F portfolio, value $2,363,622.
13F-HR 0001695664-26-000001 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 78,608 sharesChange vs previous 13F -1,067 shares
0.52% of the 13F portfolio, value $2,381,032.
13F-HR 0001695664-25-000006 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 79,675 sharesChange vs previous 13F -344 shares
0.56% of the 13F portfolio, value $2,405,375.
13F-HR 0001695664-25-000003 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 80,019 sharesChange vs previous 13F -781 shares
0.6% of the 13F portfolio, value $2,408,577.
13F-HR 0001695664-25-000002 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 80,800 sharesChange vs previous 13F -699 shares
0.61% of the 13F portfolio, value $2,412,690.
13F-HR 0001695664-25-000001 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 81,499 sharesChange vs previous 13F not available
0.61% of the 13F portfolio, value $2,467,786.
13F-HR 0001695664-24-000006 filed by Mascoma Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).