Mascoma Wealth Management LLC
- SEC CIK
- 0001695664
- Latest filing
- Jul 24, 2026
WD holding history
Walker & Dunlop, 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.
WD overviewAll 13F holders of WDFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −30−100.0% | Sold out | Holders |
| Q3 2025 | 30 | $2.51K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 30 | $2.11K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 30 | $2.56K | <0.1% | +30 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −537−100.0% | Sold out | Holders |
| Q1 2023 | 537 | $36.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 537 | $42.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 537 | $45.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 537 | $52.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 537 | $69.0K | <0.1% | +537 | New | Holders |