Position in MA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$65,740
+$2,783 QoQ
Shares Held
128
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,394
of 3,555 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MA Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Mascoma Wealth Management LLC holds $736,894 across 6 Credit Services names. MA ranks #4 (8.9% of the industry book) .
All Filings in MA
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,740 | 128 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $62,957 | 126 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $73,643 | 129 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $102,385 | 180 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $134,865 | 240 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $131,548 | 240 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $136,908 | 260 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $128,388 | 260 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $114,701 | 260 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $45,749 | 95 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $40,518 | 95 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $37,611 | 95 | Shares | Sole | 2023-10-13 | |
| 2023-03-31 | $155,539 | 428 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $166,562 | 479 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $136,198 | 479 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $150,799 | 478 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $170,827 | 478 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $61,443 | 171 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $59,453 | 171 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $65,869 | 185 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||