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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

PG holding history

Procter & Gamble Co 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.

PG overviewAll 13F holders of PGFull Q2 2026 holdings

Shares (Q2 2026)
1,233
Value
$180.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PG by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,233$180.8K<0.1%+6+0.5%AddedHolders
Q1 20261,227$177.2K<0.1%−2−0.2%ReducedHolders
Q4 20251,229$176.1K<0.1%−599−32.8%ReducedHolders
Q3 20251,828$280.9K0.1%−228−11.1%ReducedHolders
Q2 20252,056$327.6K0.1%−69−3.2%ReducedHolders
Q1 20252,125$362.1K0.1%00.0%UnchangedHolders
Q4 20242,125$356.3K0.1%+69+3.4%AddedHolders
Q3 20242,056$356.1K0.1%00.0%UnchangedHolders
Q2 20242,056$339.1K0.1%+518+33.7%AddedHolders
Q1 20241,538$249.5K0.1%−27−1.7%ReducedHolders
Q4 20231,565$229.3K0.1%−30−1.9%ReducedHolders
Q3 20231,595$232.6K0.1%+30+1.9%AddedHolders
Q2 20231,565$245.8K0.1%−1,652−51.4%ReducedHolders
Q1 20233,217$503.1K0.1%+930+40.7%AddedHolders
Q4 20222,287$346.6K0.1%−380−14.2%ReducedHolders
Q3 20222,667$337.0K0.1%+300+12.7%AddedHolders
Q2 20222,367$340.0K0.1%00.0%UnchangedHolders
Q1 20222,367$362.0K0.1%+611+34.8%AddedHolders
Q4 20211,756$287.0K0.1%−2,030−53.6%ReducedHolders
Q3 20213,786$529.0K0.2%−234−5.8%ReducedHolders
Q2 20214,020$542.0K0.2%00.0%UnchangedHolders
Q1 20214,020$544.0K0.2%––Holders

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