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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

PMO holding history

Franklin Municipal Opportunities Trust 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.

PMO overviewAll 13F holders of PMOFull Q2 2026 holdings

Shares (Q2 2026)
1,191
Value
$12.6K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of PMO by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,191$12.6K<0.1%00.0%UnchangedHolders
Q1 20261,191$12.3K<0.1%00.0%UnchangedHolders
Q4 20251,191$12.7K<0.1%00.0%UnchangedHolders
Q3 20251,191$12.3K<0.1%00.0%UnchangedHolders
Q2 20251,191$11.8K<0.1%00.0%UnchangedHolders
Q1 20251,191$12.1K<0.1%00.0%UnchangedHolders
Q4 20241,191$12.1K<0.1%00.0%UnchangedHolders
Q3 20241,191$13.0K<0.1%00.0%UnchangedHolders
Q2 20241,191$12.2K<0.1%00.0%UnchangedHolders
Q1 20241,191$12.1K<0.1%00.0%UnchangedHolders
Q4 20231,191$12.2K<0.1%00.0%UnchangedHolders
Q3 20231,191$11.0K<0.1%00.0%UnchangedHolders
Q2 20231,191$11.9K<0.1%00.0%UnchangedHolders
Q1 20231,191$12.3K<0.1%00.0%UnchangedHolders
Q4 20221,191$12.9K<0.1%00.0%UnchangedHolders
Q3 20221,191$12.0K<0.1%00.0%UnchangedHolders
Q2 20221,191$14.0K<0.1%+1,191NewHolders