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Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

DSM holding history

BNY Mellon Strategic Municipal Bond Fund, Inc. 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.

DSM overviewAll 13F holders of DSMFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2022
Holdings of DSM by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−565−100.0%Sold outHolders
Q3 2025565$3.35K<0.1%00.0%UnchangedHolders
Q2 2025565$3.16K<0.1%00.0%UnchangedHolders
Q1 2025565$3.26K<0.1%00.0%UnchangedHolders
Q4 2024565$3.28K<0.1%00.0%UnchangedHolders
Q3 2024565$3.52K<0.1%00.0%UnchangedHolders
Q2 2024565$3.36K<0.1%00.0%UnchangedHolders
Q1 2024565$3.31K<0.1%00.0%UnchangedHolders
Q4 2023565$3.23K<0.1%00.0%UnchangedHolders
Q3 2023565$2.81K<0.1%00.0%UnchangedHolders
Q2 2023565$3.11K<0.1%00.0%UnchangedHolders
Q1 2023565$3.31K<0.1%00.0%UnchangedHolders
Q4 2022565$3.27K<0.1%00.0%UnchangedHolders
Q3 2022565$3.00K<0.1%00.0%UnchangedHolders
Q2 2022565$4.00K<0.1%+565NewHolders