Advertisement
Screener

Mascoma Wealth Management LLC Historic Quarter Change: Foreign Bonds: Other Debt, New

Mascoma Wealth Management LLC historic quarter change: Foreign Bonds: Other Debt, New

In other debt filed by principal amount (debentures, bonds) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Mascoma Wealth Management LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1695664), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-30); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-04); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-05); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
OLD SECOND NATIONAL BANK OF AURORAUnited States$0.484B391
Lantz Financial LLCUnited States$0.484B239
Montis Financial, LLCUnited States$0.484B150
WEDGEWOOD PARTNERS INCUnited States$0.484B22
BOCHK Asset Management LtdHong Kong$0.483B117
Noble Family Wealth, LLCUnited States$0.484B76
Golden Reserve Retirement LLCUnited States$0.485B104
Phraction Management LLCUnited States$0.483B65
Crusonia Wealth Advisors LLCUnited States$0.485B252
Dash Acquisitions Inc.United States$0.485B69