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Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

INTU holding history

Intuit 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.

INTU overviewAll 13F holders of INTUFull Q2 2026 holdings

Shares (Q2 2026)
7
Value
$1.83K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of INTU by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267$1.83K<0.1%00.0%UnchangedHolders
Q1 20267$3.03K<0.1%−5−41.7%ReducedHolders
Q4 202512$7.95K<0.1%+4+50.0%AddedHolders
Q3 20258$5.46K<0.1%00.0%UnchangedHolders
Q2 20258$6.30K<0.1%−4−33.3%ReducedHolders
Q1 202512$7.37K<0.1%00.0%UnchangedHolders
Q4 202412$7.54K<0.1%+4+50.0%AddedHolders
Q3 20248$4.97K<0.1%00.0%UnchangedHolders
Q2 20248$5.26K<0.1%00.0%UnchangedHolders
Q1 20248$5.20K<0.1%00.0%UnchangedHolders
Q4 20238$5.00K<0.1%00.0%UnchangedHolders
Q3 20238$4.09K<0.1%+8NewHolders
Q4 20220$00.0%−11−100.0%Sold outHolders
Q3 202211$4.00K<0.1%−11−50.0%ReducedHolders
Q2 202222$8.00K<0.1%−24−52.2%ReducedHolders
Q1 202246$22.0K<0.1%+6+15.0%AddedHolders
Q4 202140$26.0K<0.1%+39+3,900.0%AddedHolders
Q3 20211$1.00K<0.1%+1NewHolders
Q2 20210$00.0%−1−100.0%Sold outHolders
Q1 20211$00.0%––Holders

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