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Disclosery

Mascoma Wealth Management LLC: WSO position timeline

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

Mascoma Wealth Management LLC held 0 WSO shares at 2025-12-31 per its 13F-HR filed 2026-02-04.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -90 shares

    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).

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

  2. period ended2025-09-30
    13F 90 shares
    Change vs previous 13F -85 shares

    0.01% of the 13F portfolio, value $36,387.

    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).

  3. period ended2025-06-30
    13F 175 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $77,284.

    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).

  4. period ended2025-03-31
    13F 175 shares
    Change vs previous 13F -30 shares

    0.02% of the 13F portfolio, value $88,953.

    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).

  5. period ended2024-12-31
    13F 205 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $97,147.

    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).

  6. period ended2024-09-30
    13F 205 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $100,835.

    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).