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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

BAC holding history

Bank of America 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.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
731
Value
$41.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of BAC by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026731$41.7K<0.1%−14−1.9%ReducedHolders
Q1 2026745$36.3K<0.1%+17+2.3%AddedHolders
Q4 2025728$40.0K<0.1%+81+12.5%AddedHolders
Q3 2025647$33.4K<0.1%00.0%UnchangedHolders
Q2 2025647$30.6K<0.1%00.0%UnchangedHolders
Q1 2025647$27.0K<0.1%−243−27.3%ReducedHolders
Q4 2024890$39.1K<0.1%+361+68.2%AddedHolders
Q3 2024529$21.0K<0.1%00.0%UnchangedHolders
Q2 2024529$21.0K<0.1%−400−43.1%ReducedHolders
Q1 2024929$35.2K<0.1%00.0%UnchangedHolders
Q4 2023929$31.3K<0.1%−130−12.3%ReducedHolders
Q3 20231,059$29.0K<0.1%+130+14.0%AddedHolders
Q2 2023929$29.1K<0.1%−54−5.5%ReducedHolders
Q1 2023983$28.8K<0.1%−75−7.1%ReducedHolders
Q4 20221,058$35.0K<0.1%−244−18.7%ReducedHolders
Q3 20221,302$39.0K<0.1%−648−33.2%ReducedHolders
Q2 20221,950$61.0K<0.1%−641−24.7%ReducedHolders
Q1 20222,591$107.0K<0.1%+910+54.1%AddedHolders
Q4 20211,681$75.0K<0.1%+826+96.6%AddedHolders
Q3 2021855$36.0K<0.1%+855NewHolders
Q2 20210$00.0%−929−100.0%Sold outHolders
Q1 2021929$36.0K<0.1%––Holders

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