Mascoma Wealth Management LLC: VNQ position timeline

Mascoma Wealth Management LLC held 26,330 VNQ 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 26,330 shares

   Change vs previous 13F +2,269 shares

   0.47% of the 13F portfolio, value $2,539,044.

   13F-HR 0001695664-26-000003 filed by Mascoma Wealth Management LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 24,061 shares

   Change vs previous 13F +24,061 shares

   0.44% of the 13F portfolio, value $2,134,180.

   13F-HR 0001695664-26-000002 filed by Mascoma Wealth Management LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -33 shares

   13F-HR 0001695664-25-000002 filed by Mascoma Wealth Management LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 33 shares

   Change vs previous 13F +33 shares

   <0.01% of the 13F portfolio, value $2,940.

   13F-HR 0001695664-25-000001 filed by Mascoma Wealth Management LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001695664-24-000006 filed by Mascoma Wealth Management LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

   Exited: the 13F for this period no longer lists the position.