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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

NVS holding history

Novartis AG 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.

NVS overviewAll 13F holders of NVSFull Q2 2026 holdings

Shares (Q2 2026)
67
Value
$10.5K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of NVS by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667$10.5K<0.1%00.0%UnchangedHolders
Q1 202667$10.2K<0.1%00.0%UnchangedHolders
Q4 202567$9.24K<0.1%00.0%UnchangedHolders
Q3 202567$8.59K<0.1%00.0%UnchangedHolders
Q2 202567$8.11K<0.1%00.0%UnchangedHolders
Q1 202567$7.47K<0.1%00.0%UnchangedHolders
Q4 202467$6.52K<0.1%00.0%UnchangedHolders
Q3 202467$7.71K<0.1%00.0%UnchangedHolders
Q2 202467$7.13K<0.1%00.0%UnchangedHolders
Q1 202467$6.48K<0.1%00.0%UnchangedHolders
Q4 202367$6.76K<0.1%00.0%UnchangedHolders
Q3 202367$6.83K<0.1%00.0%UnchangedHolders
Q2 202367$6.90K<0.1%00.0%UnchangedHolders
Q1 202367$6.87K<0.1%00.0%UnchangedHolders
Q4 202267$6.08K<0.1%00.0%UnchangedHolders
Q3 202267$5.00K<0.1%00.0%UnchangedHolders
Q2 202267$6.00K<0.1%00.0%UnchangedHolders
Q1 202267$6.00K<0.1%+67NewHolders