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Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

PRU holding history

Prudential Financial Inc 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.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
4
Value
$432
% of portfolio
<0.1%
Quarters held
9
Since Q4 2021
Holdings of PRU by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264$432<0.1%−14−77.8%ReducedHolders
Q1 202618$1.76K<0.1%+9+100.0%AddedHolders
Q4 20259$1.02K<0.1%+9NewHolders
Q2 20230$00.0%−30−100.0%Sold outHolders
Q1 202330$2.61K<0.1%−3−9.1%ReducedHolders
Q4 202233$3.28K<0.1%00.0%UnchangedHolders
Q3 202233$3.00K<0.1%00.0%UnchangedHolders
Q2 202233$3.00K<0.1%+3+10.0%AddedHolders
Q1 202230$4.00K<0.1%00.0%UnchangedHolders
Q4 202130$3.00K<0.1%+30NewHolders