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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

CSX holding history

CSX 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.

CSX overviewAll 13F holders of CSXFull Q2 2026 holdings

Shares (Q2 2026)
405
Value
$19.3K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CSX by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026405$19.3K<0.1%−313−43.6%ReducedHolders
Q1 2026718$29.5K<0.1%00.0%UnchangedHolders
Q4 2025718$26.0K<0.1%+37+5.4%AddedHolders
Q3 2025681$24.2K<0.1%00.0%UnchangedHolders
Q2 2025681$22.2K<0.1%00.0%UnchangedHolders
Q1 2025681$20.0K<0.1%00.0%UnchangedHolders
Q4 2024681$22.0K<0.1%00.0%UnchangedHolders
Q3 2024681$23.5K<0.1%00.0%UnchangedHolders
Q2 2024681$22.8K<0.1%00.0%UnchangedHolders
Q1 2024681$25.2K<0.1%00.0%UnchangedHolders
Q4 2023681$23.6K<0.1%00.0%UnchangedHolders
Q3 2023681$20.9K<0.1%00.0%UnchangedHolders
Q2 2023681$21.3K<0.1%00.0%UnchangedHolders
Q1 2023681$20.9K<0.1%00.0%UnchangedHolders
Q4 2022681$21.1K<0.1%00.0%UnchangedHolders
Q3 2022681$18.0K<0.1%00.0%UnchangedHolders
Q2 2022681$20.0K<0.1%00.0%UnchangedHolders
Q1 2022681$26.0K<0.1%00.0%UnchangedHolders
Q4 2021681$26.0K<0.1%00.0%UnchangedHolders
Q3 2021681$20.0K<0.1%+681NewHolders
Q2 20210$00.0%−1,887−100.0%Sold outConverted for a 3-for-1 splitHolders
Q1 2021629$61.0K<0.1%––Holders

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