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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

EXC holding history

Exelon 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.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q2 2026)
188
Value
$8.77K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of EXC by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026188$8.77K<0.1%−33−14.9%ReducedHolders
Q1 2026221$10.8K<0.1%+33+17.6%AddedHolders
Q4 2025188$8.20K<0.1%00.0%UnchangedHolders
Q3 2025188$8.46K<0.1%00.0%UnchangedHolders
Q2 2025188$8.16K<0.1%00.0%UnchangedHolders
Q1 2025188$8.66K<0.1%−121−39.2%ReducedHolders
Q4 2024309$11.6K<0.1%+121+64.4%AddedHolders
Q3 2024188$7.62K<0.1%00.0%UnchangedHolders
Q2 2024188$6.51K<0.1%00.0%UnchangedHolders
Q1 2024188$7.06K<0.1%00.0%UnchangedHolders
Q4 2023188$6.75K<0.1%00.0%UnchangedHolders
Q3 2023188$7.11K<0.1%00.0%UnchangedHolders
Q2 2023188$7.54K<0.1%−105−35.8%ReducedHolders
Q1 2023293$12.4K<0.1%00.0%UnchangedHolders
Q4 2022293$12.7K<0.1%00.0%UnchangedHolders
Q3 2022293$11.0K<0.1%00.0%UnchangedHolders
Q2 2022293$13.0K<0.1%00.0%UnchangedHolders
Q1 2022293$14.0K<0.1%00.0%UnchangedHolders
Q4 2021293$17.0K<0.1%−2−0.7%ReducedHolders
Q3 2021295$14.0K<0.1%+295NewHolders
Q2 20210$00.0%−57−100.0%Sold outHolders
Q1 202157$2.00K<0.1%––Holders

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