Mascoma Wealth Management LLC

Position in AXP — American Express Co

CIK 1695664 HANOVER, NH

Position in AXP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$179,610

+$18,994 QoQ

Shares Held

531

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#2,718

of 2,990 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Financial Services · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $736,894 across 6 Credit Services names. AXP ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,229	$421,657
2	AXP	American Express Co This page	531	$179,610
3	AGM	Federal Agricultural Mortgage Corp	341	$67,951
4	MA	Mastercard Inc	128	$65,740
5	COF	Capital One Financial Corp	6	$1,203
6	AFRM	Affirm Holdings, Inc.	9	$733

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$179,610	531	0.0%	Shares	Sole	2026-07-24
2026-03-31	$160,616	531	-0.4%	Shares	Sole	2026-04-30
2025-12-31	$197,183	533	-14.2%	Shares	Sole	2026-02-04
2025-09-30	$206,271	621	0.0%	Shares	Sole	2025-10-28
2025-06-30	$198,086	621	0.0%	Shares	Sole	2025-07-22
2025-03-31	$167,080	621	0.0%	Shares	Sole	2025-04-24
2024-12-31	$184,306	621	-5.9%	Shares	Sole	2025-02-10
2024-09-30	$178,992	660	-5.7%	Shares	Sole	2024-11-05
2024-06-30	$162,085	700	-13.5%	Shares	Sole	2024-08-02
2024-03-31	$184,201	809	0.0%	Shares	Sole	2024-05-02
2023-12-31	$151,558	809	0.0%	Shares	Sole	2024-01-24
2023-09-30	$120,694	809	0.0%	Shares	Sole	2023-10-13
2023-06-30	$140,927	809	0.0%	Shares	Sole	2023-08-09
2023-03-31	$133,444	809	0.0%	Shares	Sole	2023-05-01
2022-12-31	$119,529	809	0.0%	Shares	Sole	2023-01-24
2022-09-30	$109,142	809	0.0%	Shares	Sole	2022-10-18
2022-06-30	$112,143	809	0.0%	Shares	Sole	2022-07-14
2022-03-31	$151,283	809	+3.1%	Shares	Sole	2022-04-25
2021-12-31	$128,426	785	0.0%	Shares	Sole	2022-01-21
2021-09-30	$131,511	785	0.0%	Shares	Sole	2021-10-06
2021-03-31	$111,030	785	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.