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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
128
Value
$65.7K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MA by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026128$65.7K<0.1%+2+1.6%AddedHolders
Q1 2026126$63.0K<0.1%−3−2.3%ReducedHolders
Q4 2025129$73.6K<0.1%−51−28.3%ReducedHolders
Q3 2025180$102.4K<0.1%−60−25.0%ReducedHolders
Q2 2025240$134.9K<0.1%00.0%UnchangedHolders
Q1 2025240$131.5K<0.1%−20−7.7%ReducedHolders
Q4 2024260$136.9K<0.1%00.0%UnchangedHolders
Q3 2024260$128.4K<0.1%00.0%UnchangedHolders
Q2 2024260$114.7K<0.1%+165+173.7%AddedHolders
Q1 202495$45.7K<0.1%00.0%UnchangedHolders
Q4 202395$40.5K<0.1%00.0%UnchangedHolders
Q3 202395$37.6K<0.1%+95NewHolders
Q2 20230$00.0%−428−100.0%Sold outHolders
Q1 2023428$162.7K<0.1%−51−10.6%ReducedHolders
Q4 2022479$166.5K0.1%00.0%UnchangedHolders
Q3 2022479$136.0K<0.1%+1+0.2%AddedHolders
Q2 2022478$151.0K0.1%00.0%UnchangedHolders
Q1 2022478$171.0K0.1%+307+179.5%AddedHolders
Q4 2021171$61.0K<0.1%00.0%UnchangedHolders
Q3 2021171$59.0K<0.1%+171NewHolders
Q2 20210$00.0%−185−100.0%Sold outHolders
Q1 2021185$66.0K<0.1%––Holders

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