Skip to content
Disclosery

Mascoma Wealth Management LLC: VIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mascoma Wealth Management LLC on VIG, newest first. How the timeline and the estimate are built.

Mascoma Wealth Management LLC held 8,941 VIG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,941 shares
    Change vs previous 13F -1,106 shares

    0.39% of the 13F portfolio, value $2,115,695.

    13F-HR 0001695664-26-000003 filed by Mascoma Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 10,047 shares
    Change vs previous 13F -30,297 shares

    0.45% of the 13F portfolio, value $2,160,790.

    13F-HR 0001695664-26-000002 filed by Mascoma Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,344 shares
    Change vs previous 13F +1,199 shares

    1.9% of the 13F portfolio, value $8,866,772.

    13F-HR 0001695664-26-000001 filed by Mascoma Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,145 shares
    Change vs previous 13F +609 shares

    1.86% of the 13F portfolio, value $8,447,138.

    13F-HR 0001695664-25-000006 filed by Mascoma Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 38,536 shares
    Change vs previous 13F +1,223 shares

    1.83% of the 13F portfolio, value $7,887,220.

    13F-HR 0001695664-25-000003 filed by Mascoma Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,313 shares
    Change vs previous 13F -15,891 shares

    1.8% of the 13F portfolio, value $7,238,413.

    13F-HR 0001695664-25-000002 filed by Mascoma Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 53,204 shares
    Change vs previous 13F -1,263 shares

    2.62% of the 13F portfolio, value $10,418,978.

    13F-HR 0001695664-25-000001 filed by Mascoma Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 54,467 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $10,787,693.

    13F-HR 0001695664-24-000006 filed by Mascoma Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).