Mascoma Wealth Management LLC

Position in V — Visa Inc.

CIK 1695664 HANOVER, NH

Position in V

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

Position Value

$421,657

+$42,044 QoQ

Shares Held

1,229

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#3,656

of 4,491 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 54% Shared 0% None 46%

Financial Services · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $736,894 across 6 Credit Services names. V ranks #1 (57.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	1,229	$421,657
2	AXP	American Express Co	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	$421,657	1,229	-2.1%	Shares	Sole	2026-07-24
2026-03-31	$379,613	1,256	-18.3%	Shares	Sole	2026-04-30
2025-12-31	$539,041	1,537	-1.5%	Shares	Sole	2026-02-04
2025-09-30	$532,894	1,561	-2.6%	Shares	Sole	2025-10-28
2025-06-30	$569,145	1,603	0.0%	Shares	Sole	2025-07-22
2025-03-31	$561,787	1,603	-5.5%	Shares	Sole	2025-04-24
2024-12-31	$536,319	1,697	+10.1%	Shares	Sole	2025-02-10
2024-09-30	$423,972	1,542	-0.3%	Shares	Sole	2024-11-05
2024-06-30	$406,041	1,547	+23.6%	Shares	Sole	2024-08-02
2024-03-31	$349,408	1,252	0.0%	Shares	Sole	2024-05-02
2023-12-31	$325,958	1,252	0.0%	Shares	Sole	2024-01-24
2023-09-30	$287,972	1,252	+24.2%	Shares	Sole	2023-10-13
2023-06-30	$239,379	1,008	-17.4%	Shares	Sole	2023-08-09
2023-03-31	$275,286	1,221	+3.6%	Shares	Sole	2023-05-01
2022-12-31	$244,949	1,179	-6.2%	Shares	Sole	2023-01-24
2022-09-30	$223,306	1,257	-3.5%	Shares	Sole	2022-10-18
2022-06-30	$256,547	1,303	+2.3%	Shares	Sole	2022-07-14
2022-03-31	$282,534	1,274	+21.7%	Shares	Sole	2022-04-25
2021-12-31	$226,895	1,047	+31.2%	Shares	Sole	2022-01-21
2021-09-30	$177,754	798	+4.5%	Shares	Sole	2021-10-06
2021-03-31	$161,761	764	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.