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Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

WMB holding history

Williams Companies, 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.

WMB overviewAll 13F holders of WMBFull Q2 2026 holdings

Shares (Q2 2026)
17
Value
$1.26K
% of portfolio
<0.1%
Quarters held
12
Since Q4 2021
Holdings of WMB by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617$1.26K<0.1%00.0%UnchangedHolders
Q1 202617$1.24K<0.1%00.0%UnchangedHolders
Q4 202517$1.02K<0.1%+17NewHolders
Q3 20250$00.0%−147−100.0%Sold outHolders
Q2 2025147$9.23K<0.1%00.0%UnchangedHolders
Q1 2025147$8.79K<0.1%00.0%UnchangedHolders
Q4 2024147$7.96K<0.1%+147NewHolders
Q2 20230$00.0%−206−100.0%Sold outHolders
Q1 2023206$6.23K<0.1%00.0%UnchangedHolders
Q4 2022206$6.78K<0.1%00.0%UnchangedHolders
Q3 2022206$6.00K<0.1%00.0%UnchangedHolders
Q2 2022206$6.00K<0.1%00.0%UnchangedHolders
Q1 2022206$7.00K<0.1%00.0%UnchangedHolders
Q4 2021206$5.00K<0.1%+206NewHolders