Skip to main content

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

RY holding history

Royal Bank of Canada 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.

RY overviewAll 13F holders of RYFull Q2 2026 holdings

Shares (Q2 2026)
1,083
Value
$224.1K
% of portfolio
<0.1%
Quarters held
12
Since Q1 2021
Holdings of RY by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,083$224.1K<0.1%00.0%UnchangedHolders
Q1 20261,083$175.2K<0.1%00.0%UnchangedHolders
Q4 20251,083$184.6K<0.1%00.0%UnchangedHolders
Q3 20251,083$159.5K<0.1%+1,083NewHolders
Q2 20230$00.0%−40−100.0%Sold outHolders
Q1 202340$3.97K<0.1%00.0%UnchangedHolders
Q4 202240$3.76K<0.1%00.0%UnchangedHolders
Q3 202240$4.00K<0.1%00.0%UnchangedHolders
Q2 202240$4.00K<0.1%00.0%UnchangedHolders
Q1 202240$4.00K<0.1%00.0%UnchangedHolders
Q4 202140$4.00K<0.1%00.0%UnchangedHolders
Q3 202140$4.00K<0.1%+40NewHolders
Q2 20210$00.0%−40−100.0%Sold outHolders
Q1 202140$4.00K<0.1%––Holders

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