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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

WM holding history

Waste Management 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.

WM overviewAll 13F holders of WMFull Q2 2026 holdings

Shares (Q2 2026)
666
Value
$148.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WM by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026666$148.4K<0.1%+1+0.2%AddedHolders
Q1 2026665$152.8K<0.1%00.0%UnchangedHolders
Q4 2025665$146.1K<0.1%−99−13.0%ReducedHolders
Q3 2025764$168.7K<0.1%+104+15.8%AddedHolders
Q2 2025660$151.0K<0.1%00.0%UnchangedHolders
Q1 2025660$152.8K<0.1%00.0%UnchangedHolders
Q4 2024660$133.2K<0.1%00.0%UnchangedHolders
Q3 2024660$137.0K<0.1%00.0%UnchangedHolders
Q2 2024660$140.8K<0.1%00.0%UnchangedHolders
Q1 2024660$140.7K<0.1%−20−2.9%ReducedHolders
Q4 2023680$121.8K<0.1%00.0%UnchangedHolders
Q3 2023680$103.7K<0.1%00.0%UnchangedHolders
Q2 2023680$108.7K<0.1%−220−24.4%ReducedHolders
Q1 2023900$149.4K<0.1%00.0%UnchangedHolders
Q4 2022900$141.2K<0.1%00.0%UnchangedHolders
Q3 2022900$144.0K<0.1%−35−3.7%ReducedHolders
Q2 2022935$143.0K<0.1%−22−2.3%ReducedHolders
Q1 2022957$152.0K<0.1%+20+2.1%AddedHolders
Q4 2021937$156.0K0.1%00.0%UnchangedHolders
Q3 2021937$140.0K0.1%+937NewHolders
Q2 20210$00.0%−880−100.0%Sold outHolders
Q1 2021880$114.0K<0.1%––Holders

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