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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

USB holding history

US Bancorp DE 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.

USB overviewAll 13F holders of USBFull Q2 2026 holdings

Shares (Q2 2026)
235
Value
$14.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of USB by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026235$14.2K<0.1%00.0%UnchangedHolders
Q1 2026235$12.2K<0.1%−36−13.3%ReducedHolders
Q4 2025271$14.5K<0.1%+36+15.3%AddedHolders
Q3 2025235$11.4K<0.1%−58−19.8%ReducedHolders
Q2 2025293$13.3K<0.1%−85−22.5%ReducedHolders
Q1 2025378$16.0K<0.1%00.0%UnchangedHolders
Q4 2024378$18.1K<0.1%+58+18.1%AddedHolders
Q3 2024320$14.6K<0.1%00.0%UnchangedHolders
Q2 2024320$12.7K<0.1%00.0%UnchangedHolders
Q1 2024320$14.3K<0.1%00.0%UnchangedHolders
Q4 2023320$13.8K<0.1%−54−14.4%ReducedHolders
Q3 2023374$12.4K<0.1%00.0%UnchangedHolders
Q2 2023374$15.0K<0.1%−316−45.8%ReducedHolders
Q1 2023690$23.7K<0.1%00.0%UnchangedHolders
Q4 2022690$30.1K<0.1%00.0%UnchangedHolders
Q3 2022690$28.0K<0.1%00.0%UnchangedHolders
Q2 2022690$32.0K<0.1%+54+8.5%AddedHolders
Q1 2022636$34.0K<0.1%00.0%UnchangedHolders
Q4 2021636$36.0K<0.1%−155−19.6%ReducedHolders
Q3 2021791$47.0K<0.1%+791NewHolders
Q2 20210$00.0%−791−100.0%Sold outHolders
Q1 2021791$44.0K<0.1%––Holders

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