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Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

MDT holding history

Medtronic plc 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.

MDT overviewAll 13F holders of MDTFull Q2 2026 holdings

Shares (Q2 2026)
17
Value
$1.33K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of MDT by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617$1.33K<0.1%+17NewHolders
Q1 20260$00.0%−16−100.0%Sold outHolders
Q4 202516$1.54K<0.1%+16NewHolders
Q1 20250$00.0%−37−100.0%Sold outHolders
Q4 202437$2.96K<0.1%+37NewHolders
Q3 20240$00.0%−110−100.0%Sold outHolders
Q2 2024110$8.66K<0.1%00.0%UnchangedHolders
Q1 2024110$9.59K<0.1%00.0%UnchangedHolders
Q4 2023110$9.06K<0.1%−110−50.0%ReducedHolders
Q3 2023220$17.2K<0.1%00.0%UnchangedHolders
Q2 2023220$18.1K<0.1%−92−29.5%ReducedHolders
Q1 2023312$28.4K<0.1%00.0%UnchangedHolders
Q4 2022312$24.2K<0.1%−50−13.8%ReducedHolders
Q3 2022362$29.0K<0.1%−24−6.2%ReducedHolders
Q2 2022386$35.0K<0.1%−8−2.0%ReducedHolders
Q1 2022394$44.0K<0.1%+116+41.7%AddedHolders
Q4 2021278$29.0K<0.1%+8+3.0%AddedHolders
Q3 2021270$34.0K<0.1%+270NewHolders
Q2 20210$00.0%−270−100.0%Sold outHolders
Q1 2021270$32.0K<0.1%––Holders

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