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Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

PZC holding history

PIMCO California Municipal Income Fund III 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.

PZC overviewAll 13F holders of PZCFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q2 2022
Holdings of PZC by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−343−100.0%Sold outHolders
Q2 2025343$2.14K<0.1%00.0%UnchangedHolders
Q1 2025343$2.24K<0.1%00.0%UnchangedHolders
Q4 2024343$2.36K<0.1%00.0%UnchangedHolders
Q3 2024343$2.57K<0.1%00.0%UnchangedHolders
Q2 2024343$2.46K<0.1%00.0%UnchangedHolders
Q1 2024343$2.60K<0.1%00.0%UnchangedHolders
Q4 2023343$2.53K<0.1%00.0%UnchangedHolders
Q3 2023343$2.35K<0.1%00.0%UnchangedHolders
Q2 2023343$2.68K<0.1%00.0%UnchangedHolders
Q1 2023343$2.65K<0.1%00.0%UnchangedHolders
Q4 2022343$2.86K<0.1%00.0%UnchangedHolders
Q3 2022343$3.00K<0.1%00.0%UnchangedHolders
Q2 2022343$3.00K<0.1%+343NewHolders