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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

FTS holding history

Fortis 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.

FTS overviewAll 13F holders of FTSFull Q2 2026 holdings

Shares (Q2 2026)
91
Value
$5.21K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of FTS by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202691$5.21K<0.1%00.0%UnchangedHolders
Q1 202691$5.08K<0.1%00.0%UnchangedHolders
Q4 202591$4.73K<0.1%00.0%UnchangedHolders
Q3 202591$4.62K<0.1%00.0%UnchangedHolders
Q2 202591$4.34K<0.1%00.0%UnchangedHolders
Q1 202591$4.15K<0.1%00.0%UnchangedHolders
Q4 202491$3.78K<0.1%00.0%UnchangedHolders
Q3 202491$4.13K<0.1%00.0%UnchangedHolders
Q2 202491$3.53K<0.1%00.0%UnchangedHolders
Q1 202491$3.60K<0.1%00.0%UnchangedHolders
Q4 202391$3.74K<0.1%00.0%UnchangedHolders
Q3 202391$3.46K<0.1%00.0%UnchangedHolders
Q2 202391$3.65K<0.1%−42−31.6%ReducedHolders
Q1 2023133$5.84K<0.1%00.0%UnchangedHolders
Q4 2022133$5.33K<0.1%−345−72.2%ReducedHolders
Q3 2022478$18.0K<0.1%00.0%UnchangedHolders
Q2 2022478$23.0K<0.1%00.0%UnchangedHolders
Q1 2022478$24.0K<0.1%00.0%UnchangedHolders
Q4 2021478$23.0K<0.1%00.0%UnchangedHolders
Q3 2021478$21.0K<0.1%+478NewHolders
Q2 20210$00.0%−345−100.0%Sold outHolders
Q1 2021345$15.0K<0.1%––Holders

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