Mascoma Wealth Management LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1695664
HANOVER, NH
Position in ETY
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$43,990
-$4,944 QoQ
Shares Held
3,190
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Mascoma Wealth Management LLC holds $739,430 across 28 Asset Management names. ETY ranks #6 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RVT |
Royce Small-Cap Trust, Inc.
|
10,217 | $169,602 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
12,765 | $131,479 | |
| 3 | BLK |
BlackRock, Inc.
|
92 | $88,477 | |
| 4 | NUV |
Nuveen Municipal Value Fund Inc
|
5,706 | $51,296 | |
| 5 | RFI |
Cohen & Steers Total Return Realty Fund Inc
|
4,394 | $48,949 | |
| 6 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
This page
|
3,190 | $43,990 | |
| 7 | AMP |
Ameriprise Financial Inc
|
66 | $29,330 | |
| 8 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
1,630 | $18,304 |
All Filings in ETY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,990 | 3,190 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $48,934 | 3,190 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $50,721 | 3,190 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $49,349 | 3,190 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $45,489 | 3,190 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||