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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

CB holding history

Chubb Ltd 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.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
7
Value
$2.38K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CB by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267$2.38K<0.1%−27−79.4%ReducedHolders
Q1 202634$11.1K<0.1%00.0%UnchangedHolders
Q4 202534$10.6K<0.1%+5+17.2%AddedHolders
Q3 202529$8.19K<0.1%00.0%UnchangedHolders
Q2 202529$8.40K<0.1%00.0%UnchangedHolders
Q1 202529$8.76K<0.1%−40−58.0%ReducedHolders
Q4 202469$19.1K<0.1%00.0%UnchangedHolders
Q3 202469$19.9K<0.1%00.0%UnchangedHolders
Q2 202469$17.6K<0.1%+40+137.9%AddedHolders
Q1 202429$7.51K<0.1%00.0%UnchangedHolders
Q4 202329$6.55K<0.1%00.0%UnchangedHolders
Q3 202329$6.04K<0.1%00.0%UnchangedHolders
Q2 202329$5.83K<0.1%−59−67.0%ReducedHolders
Q1 202388$17.8K<0.1%00.0%UnchangedHolders
Q4 202288$19.4K<0.1%00.0%UnchangedHolders
Q3 202288$16.0K<0.1%+53+151.4%AddedHolders
Q2 202235$7.00K<0.1%00.0%UnchangedHolders
Q1 202235$7.00K<0.1%00.0%UnchangedHolders
Q4 202135$7.00K<0.1%+6+20.7%AddedHolders
Q3 202129$5.00K<0.1%+29NewHolders
Q2 20210$00.0%−29−100.0%Sold outHolders
Q1 202129$5.00K<0.1%––Holders

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