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Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

WBS holding history

Webster Financial Corp 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.

WBS overviewAll 13F holders of WBSFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of WBS by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−412−100.0%Sold outHolders
Q4 2022412$19.5K<0.1%00.0%UnchangedHolders
Q3 2022412$19.0K<0.1%00.0%UnchangedHolders
Q2 2022412$17.0K<0.1%00.0%UnchangedHolders
Q1 2022412$23.0K<0.1%00.0%UnchangedHolders
Q4 2021412$23.0K<0.1%00.0%UnchangedHolders
Q3 2021412$22.0K<0.1%+412NewHolders
Q2 20210$00.0%−412−100.0%Sold outHolders
Q1 2021412$23.0K<0.1%––Holders

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