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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

SHEL holding history

Shell plc 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.

SHEL overviewAll 13F holders of SHELFull Q2 2026 holdings

Shares (Q2 2026)
54
Value
$4.19K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of SHEL by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654$4.19K<0.1%00.0%UnchangedHolders
Q1 202654$5.02K<0.1%00.0%UnchangedHolders
Q4 202554$3.97K<0.1%00.0%UnchangedHolders
Q3 202554$3.86K<0.1%00.0%UnchangedHolders
Q2 202554$3.80K<0.1%00.0%UnchangedHolders
Q1 202554$3.96K<0.1%−30−35.7%ReducedHolders
Q4 202484$5.26K<0.1%+30+55.6%AddedHolders
Q3 202454$3.56K<0.1%00.0%UnchangedHolders
Q2 202454$3.90K<0.1%00.0%UnchangedHolders
Q1 202454$3.62K<0.1%00.0%UnchangedHolders
Q4 202354$3.55K<0.1%00.0%UnchangedHolders
Q3 202354$3.48K<0.1%00.0%UnchangedHolders
Q2 202354$3.33K<0.1%00.0%UnchangedHolders
Q1 202354$3.35K<0.1%00.0%UnchangedHolders
Q4 202254$3.08K<0.1%00.0%UnchangedHolders
Q3 202254$3.00K<0.1%00.0%UnchangedHolders
Q2 202254$3.00K<0.1%00.0%UnchangedHolders
Q1 202254$3.00K<0.1%+54NewHolders