★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Mascoma Wealth Management LLC

Hanover, NH · CIK 1695664 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$550.12MReported 13F valueQ3 2026 · as filed
557Holdings listed
+2.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $430.7M$430.7MQ2 2025465 holdingsQ3 2025: $453.7M$453.7MQ3 2025457 holdingsQ4 2025: $466.3M$466.3MQ4 2025495 holdingsQ1 2026: $483.8M$483.8MQ1 2026515 holdingsQ2 2026: $539.3M$539.3MQ2 2026609 holdingsQ3 2026: $550.1M$550.1MQ3 2026557 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$550.12M · 557 holdings listed · View original SEC filing ↗
Jul 24 2026 13F-HR · period Q2 2026

$539.32M · 609 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$483.81M · 515 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$466.32M · 495 holdings listed · View original SEC filing ↗
Oct 28 2025 13F-HR · period Q3 2025

$453.70M · 457 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$430.68M · 465 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology