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Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

WSO holding history

Watsco 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.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q2 2024
Holdings of WSO by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−90−100.0%Sold outHolders
Q3 202590$36.4K<0.1%−85−48.6%ReducedHolders
Q2 2025175$77.3K<0.1%00.0%UnchangedHolders
Q1 2025175$89.0K<0.1%−30−14.6%ReducedHolders
Q4 2024205$97.1K<0.1%00.0%UnchangedHolders
Q3 2024205$100.8K<0.1%−5−2.4%ReducedHolders
Q2 2024210$97.3K<0.1%+210NewHolders