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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

MRSH holding history

Marsh & McLennan Companies, 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.

MRSH overviewAll 13F holders of MRSHFull Q2 2026 holdings

Shares (Q2 2026)
85
Value
$14.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MRSH by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202685$14.2K<0.1%+2+2.4%AddedHolders
Q1 202683$14.4K<0.1%−2−2.4%ReducedHolders
Q4 202585$15.8K<0.1%+7+9.0%AddedHolders
Q3 202578$15.7K<0.1%00.0%UnchangedHolders
Q2 202578$17.1K<0.1%00.0%UnchangedHolders
Q1 202578$19.0K<0.1%00.0%UnchangedHolders
Q4 202478$16.6K<0.1%+28+56.0%AddedHolders
Q3 202450$11.2K<0.1%00.0%UnchangedHolders
Q2 202450$10.5K<0.1%00.0%UnchangedHolders
Q1 202450$10.3K<0.1%00.0%UnchangedHolders
Q4 202350$9.47K<0.1%−11−18.0%ReducedHolders
Q3 202361$11.6K<0.1%+11+22.0%AddedHolders
Q2 202350$9.47K<0.1%00.0%UnchangedHolders
Q1 202350$9.01K<0.1%00.0%UnchangedHolders
Q4 202250$8.27K<0.1%−245−83.1%ReducedHolders
Q3 2022295$44.0K<0.1%−3−1.0%ReducedHolders
Q2 2022298$46.0K<0.1%+2+0.7%AddedHolders
Q1 2022296$50.0K<0.1%+112+60.9%AddedHolders
Q4 2021184$32.0K<0.1%+134+268.0%AddedHolders
Q3 202150$8.00K<0.1%+50NewHolders
Q2 20210$00.0%−50−100.0%Sold outHolders
Q1 202150$6.00K<0.1%––Holders

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