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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

WFC holding history

Wells Fargo & Company 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.

WFC overviewAll 13F holders of WFCFull Q2 2026 holdings

Shares (Q2 2026)
417
Value
$34.5K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WFC by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026417$34.5K<0.1%+38+10.0%AddedHolders
Q1 2026379$30.2K<0.1%−38−9.1%ReducedHolders
Q4 2025417$38.9K<0.1%+38+10.0%AddedHolders
Q3 2025379$31.8K<0.1%00.0%UnchangedHolders
Q2 2025379$30.4K<0.1%00.0%UnchangedHolders
Q1 2025379$27.2K<0.1%00.0%UnchangedHolders
Q4 2024379$26.6K<0.1%00.0%UnchangedHolders
Q3 2024379$21.4K<0.1%−302−44.3%ReducedHolders
Q2 2024681$40.4K<0.1%00.0%UnchangedHolders
Q1 2024681$39.5K<0.1%−600−46.8%ReducedHolders
Q4 20231,281$63.1K<0.1%−124−8.8%ReducedHolders
Q3 20231,405$57.4K<0.1%+124+9.7%AddedHolders
Q2 20231,281$57.0K<0.1%−33−2.5%ReducedHolders
Q1 20231,314$52.2K<0.1%00.0%UnchangedHolders
Q4 20221,314$54.3K<0.1%−575−30.4%ReducedHolders
Q3 20221,889$76.0K<0.1%−112−5.6%ReducedHolders
Q2 20222,001$78.0K<0.1%−34−1.7%ReducedHolders
Q1 20222,035$99.0K<0.1%+313+18.2%AddedHolders
Q4 20211,722$83.0K<0.1%00.0%UnchangedHolders
Q3 20211,722$80.0K<0.1%+1,722NewHolders
Q2 20210$00.0%−1,689−100.0%Sold outHolders
Q1 20211,689$66.0K<0.1%––Holders

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