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Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

UPS holding history

United Parcel Service 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.

UPS overviewAll 13F holders of UPSFull Q2 2026 holdings

Shares (Q2 2026)
8
Value
$860
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of UPS by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268$860<0.1%00.0%UnchangedHolders
Q1 20268$787<0.1%−2−20.0%ReducedHolders
Q4 202510$992<0.1%+10NewHolders
Q2 20250$00.0%−100−100.0%Sold outHolders
Q1 2025100$11.0K<0.1%00.0%UnchangedHolders
Q4 2024100$12.6K<0.1%−110−52.4%ReducedHolders
Q3 2024210$28.7K<0.1%−54−20.5%ReducedHolders
Q2 2024264$36.1K<0.1%−859−76.5%ReducedHolders
Q1 20241,123$166.9K<0.1%−958−46.0%ReducedHolders
Q4 20232,081$327.3K0.1%−747−26.4%ReducedHolders
Q3 20232,828$440.9K0.1%−99−3.4%ReducedHolders
Q2 20232,927$528.5K0.2%−24−0.8%ReducedHolders
Q1 20232,951$530.7K0.2%−159−5.1%ReducedHolders
Q4 20223,110$540.7K0.2%−150−4.6%ReducedHolders
Q3 20223,260$527.0K0.2%+10.0%AddedHolders
Q2 20223,259$595.0K0.2%−41−1.2%ReducedHolders
Q1 20223,300$708.0K0.2%+2,770+522.6%AddedHolders
Q4 2021530$114.0K<0.1%00.0%UnchangedHolders
Q3 2021530$97.0K<0.1%+530NewHolders
Q2 20210$00.0%−2,941−100.0%Sold outHolders
Q1 20212,941$500.0K0.2%––Holders

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