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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

O holding history

Realty Income Corp 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.

O overviewAll 13F holders of OFull Q2 2026 holdings

Shares (Q2 2026)
97
Value
$6.01K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of O by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202697$6.01K<0.1%00.0%UnchangedHolders
Q1 202697$5.93K<0.1%00.0%UnchangedHolders
Q4 202597$5.47K<0.1%+30+44.8%AddedHolders
Q3 202567$4.07K<0.1%00.0%UnchangedHolders
Q2 202567$3.86K<0.1%00.0%UnchangedHolders
Q1 202567$3.89K<0.1%00.0%UnchangedHolders
Q4 202467$3.58K<0.1%00.0%UnchangedHolders
Q3 202467$4.25K<0.1%00.0%UnchangedHolders
Q2 202467$3.54K<0.1%00.0%UnchangedHolders
Q1 202467$3.63K<0.1%−61−47.7%ReducedHolders
Q4 2023128$7.35K<0.1%00.0%UnchangedHolders
Q3 2023128$6.39K<0.1%00.0%UnchangedHolders
Q2 2023128$7.55K<0.1%−248−66.0%ReducedHolders
Q1 2023376$23.6K<0.1%00.0%UnchangedHolders
Q4 2022376$23.9K<0.1%00.0%UnchangedHolders
Q3 2022376$22.0K<0.1%00.0%UnchangedHolders
Q2 2022376$26.0K<0.1%00.0%UnchangedHolders
Q1 2022376$26.0K<0.1%00.0%UnchangedHolders
Q4 2021376$27.0K<0.1%−1−0.3%ReducedHolders
Q3 2021377$24.0K<0.1%+377NewHolders
Q2 20210$00.0%−377−100.0%Sold outHolders
Q1 2021377$24.0K<0.1%––Holders

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