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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

MDY holding history

SPDR S&P Midcap 400 ETF Trust 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.

MDY overviewAll 13F holders of MDYFull Q2 2026 holdings

Shares (Q2 2026)
198
Value
$139.3K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MDY by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026198$139.3K<0.1%00.0%UnchangedHolders
Q1 2026198$122.1K<0.1%00.0%UnchangedHolders
Q4 2025198$119.4K<0.1%00.0%UnchangedHolders
Q3 2025198$118.0K<0.1%00.0%UnchangedHolders
Q2 2025198$112.2K<0.1%00.0%UnchangedHolders
Q1 2025198$105.6K<0.1%00.0%UnchangedHolders
Q4 2024198$112.8K<0.1%00.0%UnchangedHolders
Q3 2024198$112.8K<0.1%00.0%UnchangedHolders
Q2 2024198$105.9K<0.1%00.0%UnchangedHolders
Q1 2024198$110.2K<0.1%00.0%UnchangedHolders
Q4 2023198$100.5K<0.1%00.0%UnchangedHolders
Q3 2023198$90.4K<0.1%00.0%UnchangedHolders
Q2 2023198$96.9K<0.1%00.0%UnchangedHolders
Q1 2023198$90.0K<0.1%00.0%UnchangedHolders
Q4 2022198$87.7K<0.1%−240−54.8%ReducedHolders
Q3 2022438$176.0K0.1%00.0%UnchangedHolders
Q2 2022438$181.0K0.1%00.0%UnchangedHolders
Q1 2022438$215.0K0.1%00.0%UnchangedHolders
Q4 2021438$227.0K0.1%+69+18.7%AddedHolders
Q3 2021369$177.0K0.1%+369NewHolders
Q2 20210$00.0%−369−100.0%Sold outHolders
Q1 2021369$176.0K0.1%––Holders

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