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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

DTE holding history

Dte Energy 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.

DTE overviewAll 13F holders of DTEFull Q2 2026 holdings

Shares (Q2 2026)
214
Value
$32.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DTE by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026214$32.6K<0.1%00.0%UnchangedHolders
Q1 2026214$31.3K<0.1%00.0%UnchangedHolders
Q4 2025214$27.6K<0.1%00.0%UnchangedHolders
Q3 2025214$30.3K<0.1%00.0%UnchangedHolders
Q2 2025214$28.3K<0.1%00.0%UnchangedHolders
Q1 2025214$29.6K<0.1%00.0%UnchangedHolders
Q4 2024214$25.8K<0.1%00.0%UnchangedHolders
Q3 2024214$27.5K<0.1%00.0%UnchangedHolders
Q2 2024214$23.8K<0.1%00.0%UnchangedHolders
Q1 2024214$24.0K<0.1%00.0%UnchangedHolders
Q4 2023214$23.6K<0.1%00.0%UnchangedHolders
Q3 2023214$21.2K<0.1%00.0%UnchangedHolders
Q2 2023214$23.1K<0.1%00.0%UnchangedHolders
Q1 2023214$24.1K<0.1%00.0%UnchangedHolders
Q4 2022214$25.2K<0.1%−80−27.2%ReducedHolders
Q3 2022294$34.0K<0.1%00.0%UnchangedHolders
Q2 2022294$37.0K<0.1%00.0%UnchangedHolders
Q1 2022294$39.0K<0.1%00.0%UnchangedHolders
Q4 2021294$35.0K<0.1%00.0%UnchangedHolders
Q3 2021294$33.0K<0.1%+294NewHolders
Q2 20210$00.0%−294−100.0%Sold outHolders
Q1 2021294$39.0K<0.1%––Holders

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