Mascoma Wealth Management LLC

SEC CIK: 0001695664
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

PCQ holding history

PIMCO California Municipal Income Fund 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.

PCQ overview All 13F holders of PCQ Full Q2 2026 holdings

Shares (Q2 2026): 252
Value: $2.26K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of PCQ by Mascoma Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	252	$2.26K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	252	$2.16K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	252	$2.20K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	252	$2.20K	<0.1%	+252	New	Holders