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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

DIS holding history

Walt Disney Co 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.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
218
Value
$21.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIS by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026218$21.0K<0.1%−17−7.2%ReducedHolders
Q1 2026235$22.7K<0.1%−9−3.7%ReducedHolders
Q4 2025244$27.8K<0.1%−228−48.3%ReducedHolders
Q3 2025472$54.1K<0.1%+27+6.1%AddedHolders
Q2 2025445$55.2K<0.1%−17−3.7%ReducedHolders
Q1 2025462$45.6K<0.1%+1+0.2%AddedHolders
Q4 2024461$51.4K<0.1%+17+3.8%AddedHolders
Q3 2024444$42.7K<0.1%+1+0.2%AddedHolders
Q2 2024443$44.0K<0.1%+122+38.0%AddedHolders
Q1 2024321$39.3K<0.1%−100−23.8%ReducedHolders
Q4 2023421$38.0K<0.1%−223−34.6%ReducedHolders
Q3 2023644$52.2K<0.1%−91−12.4%ReducedHolders
Q2 2023735$64.8K<0.1%−121−14.1%ReducedHolders
Q1 2023856$87.7K<0.1%00.0%UnchangedHolders
Q4 2022856$74.4K<0.1%+400+87.7%AddedHolders
Q3 2022456$43.0K<0.1%−13−2.8%ReducedHolders
Q2 2022469$44.0K<0.1%−75−13.8%ReducedHolders
Q1 2022544$75.0K<0.1%+66+13.8%AddedHolders
Q4 2021478$74.0K<0.1%−1,861−79.6%ReducedHolders
Q3 20212,339$396.0K0.2%00.0%UnchangedHolders
Q2 20212,339$411.0K0.2%+49+2.1%AddedHolders
Q1 20212,290$423.0K0.2%––Holders

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