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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

AMT holding history

American Tower Corp in every 13F filed by Mascoma Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2026)
19
Value
$3.11K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of AMT by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619$3.11K<0.1%−36−65.5%ReducedHolders
Q1 202655$9.49K<0.1%+5+10.0%AddedHolders
Q4 202550$8.78K<0.1%−70−58.3%ReducedHolders
Q3 2025120$23.1K<0.1%00.0%UnchangedHolders
Q2 2025120$26.5K<0.1%00.0%UnchangedHolders
Q1 2025120$26.1K<0.1%−125−51.0%ReducedHolders
Q4 2024245$44.9K<0.1%+16+7.0%AddedHolders
Q3 2024229$53.3K<0.1%−10−4.2%ReducedHolders
Q2 2024239$46.5K<0.1%+205+602.9%AddedHolders
Q1 202434$6.72K<0.1%00.0%UnchangedHolders
Q4 202334$7.34K<0.1%00.0%UnchangedHolders
Q3 202334$5.59K<0.1%00.0%UnchangedHolders
Q2 202334$6.28K<0.1%−148−81.3%ReducedHolders
Q1 2023182$37.3K<0.1%+2+1.1%AddedHolders
Q4 2022180$38.2K<0.1%+1+0.6%AddedHolders
Q3 2022179$38.0K<0.1%+1+0.6%AddedHolders
Q2 2022178$46.0K<0.1%00.0%UnchangedHolders
Q1 2022178$45.0K<0.1%+1+0.6%AddedHolders
Q4 2021177$52.0K<0.1%−19−9.7%ReducedHolders
Q3 2021196$52.0K<0.1%+196NewHolders
Q2 20210$00.0%−195−100.0%Sold outHolders
Q1 2021195$47.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.