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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

MRK holding history

Merck & Co., 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.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
425
Value
$54.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MRK by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026425$54.6K<0.1%−47−10.0%ReducedHolders
Q1 2026472$56.8K<0.1%00.0%UnchangedHolders
Q4 2025472$49.7K<0.1%+27+6.1%AddedHolders
Q3 2025445$37.3K<0.1%−148−25.0%ReducedHolders
Q2 2025593$46.9K<0.1%00.0%UnchangedHolders
Q1 2025593$53.2K<0.1%−194−24.7%ReducedHolders
Q4 2024787$78.3K<0.1%+238+43.4%AddedHolders
Q3 2024549$62.3K<0.1%00.0%UnchangedHolders
Q2 2024549$68.0K<0.1%+13+2.4%AddedHolders
Q1 2024536$70.7K<0.1%−36−6.3%ReducedHolders
Q4 2023572$62.4K<0.1%00.0%UnchangedHolders
Q3 2023572$58.9K<0.1%+65+12.8%AddedHolders
Q2 2023507$54.0K<0.1%−514−50.3%ReducedHolders
Q1 20231,021$117.9K<0.1%−75−6.8%ReducedHolders
Q4 20221,096$121.6K<0.1%−820−42.8%ReducedHolders
Q3 20221,916$165.0K0.1%+1,000+109.2%AddedHolders
Q2 2022916$84.0K<0.1%−10−1.1%ReducedHolders
Q1 2022926$76.0K<0.1%+247+36.4%AddedHolders
Q4 2021679$52.0K<0.1%+85+14.3%AddedHolders
Q3 2021594$45.0K<0.1%+594NewHolders
Q2 20210$00.0%−594−100.0%Sold outHolders
Q1 2021594$46.0K<0.1%––Holders

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