Position in CME
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,766
-$892 QoQ
Shares Held
8
-11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,640
of 1,680 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CME Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $134,066 across 6 Financial Data & Stock Exchanges names. CME ranks #5 (1.3% of the industry book) .
All Filings in CME
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,766 | 8 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,658 | 9 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,638 | 6 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $98,697 | 425 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $99,292 | 450 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $90,436 | 460 | Shares | Sole | 2024-08-02 | |
| 2022-03-31 | $951 | 4 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $913 | 4 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||