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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

ZM holding history

Zoom Communications, 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.

ZM overviewAll 13F holders of ZMFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of ZM by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−55−100.0%Sold outHolders
Q2 202555$4.29K<0.1%−37−40.2%ReducedHolders
Q1 202592$6.79K<0.1%00.0%UnchangedHolders
Q4 202492$7.51K<0.1%00.0%UnchangedHolders
Q3 202492$6.42K<0.1%00.0%UnchangedHolders
Q2 202492$5.45K<0.1%00.0%UnchangedHolders
Q1 202492$6.01K<0.1%00.0%UnchangedHolders
Q4 202392$6.62K<0.1%00.0%UnchangedHolders
Q3 202392$6.43K<0.1%00.0%UnchangedHolders
Q2 202392$6.21K<0.1%00.0%UnchangedHolders
Q1 202392$5.65K<0.1%00.0%UnchangedHolders
Q4 202292$6.23K<0.1%00.0%UnchangedHolders
Q3 202292$7.00K<0.1%00.0%UnchangedHolders
Q2 202292$10.0K<0.1%00.0%UnchangedHolders
Q1 202292$11.0K<0.1%−49−34.8%ReducedHolders
Q4 2021141$26.0K<0.1%+49+53.3%AddedHolders
Q3 202192$24.0K<0.1%+92NewHolders
Q2 20210$00.0%−95−100.0%Sold outHolders
Q1 202195$31.0K<0.1%––Holders

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