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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
1,229
Value
$421.7K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of V by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,229$421.7K0.1%−27−2.1%ReducedHolders
Q1 20261,256$379.6K0.1%−281−18.3%ReducedHolders
Q4 20251,537$539.0K0.1%−24−1.5%ReducedHolders
Q3 20251,561$532.9K0.1%−42−2.6%ReducedHolders
Q2 20251,603$569.1K0.1%00.0%UnchangedHolders
Q1 20251,603$561.8K0.1%−94−5.5%ReducedHolders
Q4 20241,697$536.3K0.1%+155+10.1%AddedHolders
Q3 20241,542$424.0K0.1%−5−0.3%ReducedHolders
Q2 20241,547$406.0K0.1%+295+23.6%AddedHolders
Q1 20241,252$349.4K0.1%00.0%UnchangedHolders
Q4 20231,252$326.0K0.1%00.0%UnchangedHolders
Q3 20231,252$288.0K0.1%+244+24.2%AddedHolders
Q2 20231,008$241.2K0.1%−213−17.4%ReducedHolders
Q1 20231,221$284.3K0.1%+42+3.6%AddedHolders
Q4 20221,179$245.0K0.1%−78−6.2%ReducedHolders
Q3 20221,257$223.0K0.1%−46−3.5%ReducedHolders
Q2 20221,303$257.0K0.1%+29+2.3%AddedHolders
Q1 20221,274$283.0K0.1%+227+21.7%AddedHolders
Q4 20211,047$227.0K0.1%+249+31.2%AddedHolders
Q3 2021798$178.0K0.1%+798NewHolders
Q2 20210$00.0%−764−100.0%Sold outHolders
Q1 2021764$162.0K0.1%––Holders

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