Mascoma Wealth Management LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Hanover, NH
CIK
0001695664
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 503 319,889 13F-HR 10/13/2023 000169566423000006 Mascoma Wealth Management LLC
Q2 2023 482 326,272 13F-HR 8/9/2023 000169566423000004 Mascoma Wealth Management LLC
Q1 2023 693 341,737 13F-HR 5/1/2023 000169566423000003 Mascoma Wealth Management LLC
Q4 2022 627 315,161 RESTATEMENT 1/24/2023 000169566423000002 Mascoma Wealth Management LLC
Q4 2022 615 288,839 13F-HR 1/20/2023 000169566423000001 Mascoma Wealth Management LLC
Q3 2022 615 288,839 13F-HR 10/18/2022 000169566422000007 Mascoma Wealth Management LLC
Q2 2022 624 292,655 13F-HR 7/14/2022 000169566422000006 Mascoma Wealth Management LLC
Q1 2022 591 314,188 13F-HR 4/25/2022 000169566422000005 Mascoma Wealth Management LLC
Q4 2021 535 289,086 13F-HR 1/21/2022 000169566422000001 Mascoma Wealth Management LLC
Q3 2021 474 257,829 13F-HR 10/6/2021 000169566421000006 Mascoma Wealth Management LLC
Q2 2021 102 233,928 13F-HR 7/6/2021 000169566421000005 Mascoma Wealth Management LLC
Q1 2021 473 232,272 13F-HR 4/26/2021 000169566421000004 Mascoma Wealth Management LLC
Q4 2020 92 199,920 13F-HR 1/26/2021 000169566421000003 Mascoma Wealth Management LLC
Q3 2019 78 158,657 13F-HR 11/21/2019 000169566419000004 Mascoma Wealth Management LLC
Q2 2019 391 159,715 13F-HR 7/29/2019 000169566419000003 Mascoma Wealth Management LLC
Q1 2019 400 149,048 13F-HR 4/23/2019 000169566419000002 Mascoma Wealth Management LLC
Q4 2018 379 131,014 13F-HR 1/28/2019 000169566419000001 Mascoma Wealth Management LLC
Q3 2018 403 151,560 13F-HR 11/8/2018 000169566418000004 Mascoma Wealth Management LLC
Q2 2018 401 142,044 13F-HR 8/13/2018 000169566418000003 Mascoma Wealth Management LLC
Q1 2018 380 151,708 13F-HR 4/24/2018 000169566418000002 Mascoma Wealth Management LLC
Q4 2017 377 162,316 13F-HR 2/5/2018 000169566418000001 Mascoma Wealth Management LLC
Q3 2017 416 149,769 13F-HR 11/7/2017 000169566417000005 Mascoma Wealth Management LLC
Q2 2017 421 148,256 13F-HR 7/13/2017 000169566417000004 Mascoma Wealth Management LLC
Q1 2017 374 139,679 13F-HR 4/18/2017 000169566417000003 Mascoma Wealth Management LLC
Q4 2016 378 135,932 13F-HR 1/30/2017 000169566417000002 Mascoma Wealth Management LLC