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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

DFS holding history

Discover Financial Services 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.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of DFS by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−54−100.0%Sold outHolders
Q1 202554$9.22K<0.1%00.0%UnchangedHolders
Q4 202454$9.35K<0.1%00.0%UnchangedHolders
Q3 202454$7.58K<0.1%00.0%UnchangedHolders
Q2 202454$7.06K<0.1%00.0%UnchangedHolders
Q1 202454$7.08K<0.1%00.0%UnchangedHolders
Q4 202354$6.07K<0.1%00.0%UnchangedHolders
Q3 202354$4.68K<0.1%00.0%UnchangedHolders
Q2 202354$5.65K<0.1%00.0%UnchangedHolders
Q1 202354$5.59K<0.1%00.0%UnchangedHolders
Q4 202254$5.28K<0.1%00.0%UnchangedHolders
Q3 202254$5.00K<0.1%00.0%UnchangedHolders
Q2 202254$5.00K<0.1%00.0%UnchangedHolders
Q1 202254$6.00K<0.1%00.0%UnchangedHolders
Q4 202154$6.00K<0.1%00.0%UnchangedHolders
Q3 202154$7.00K<0.1%+54NewHolders
Q2 20210$00.0%−54−100.0%Sold outHolders
Q1 202154$5.00K<0.1%––Holders

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