• 13F History

Mascoma Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$398M
Signature - Title
Genevieve Kozlowski - Wealth & Compliance Admin
Location
Hanover, NH
Summary
This page shows a list of all the recent 13F filings made by Mascoma Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mascoma Wealth Management LLC reported 514 stock holdings with total value $398M as of Q4 2024. Top holdings included IVV, AGG, VEA, FBND, and IUSG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 514 $398M +$11.6M -$8.4M +$3.17M IVV, AGG, VEA, FBND, IUSG 13F-HR 2/10/2025, 08:10 AM
Q3 2024 455 $402M +$25M -$18.2M +$6.78M IVV, AGG, VEA, FBND, IUSG 13F-HR 11/5/2024, 11:35 AM
Q2 2024 492 $377M +$29.1M -$8.27M +$20.8M IVV, AGG, VEA, FBND, IUSG 13F-HR 8/2/2024, 04:08 PM
Q1 2024 451 $351M +$37.8M -$29.3M +$8.46M IVV, AGG, VEA, FBND, IUSG 13F-HR 5/2/2024, 01:38 PM
Q4 2023 466 $333M +$8.13M -$19.8M -$11.6M IVV, AGG, VEA, JPST, IUSG 13F-HR 1/24/2024, 03:30 PM
Q3 2023 502 $320M +$11.2M -$4.81M +$6.37M IVV, AGG, JPST, VEA, IUSG 13F-HR 10/13/2023, 03:58 PM
Q2 2023 472 $326M +$50M -$68.8M -$18.7M IVV, AGG, JPST, VEA, IUSG 13F-HR 8/9/2023, 10:31 AM
Q1 2023 581 $341M +$47.6M -$34.7M +$12.9M IVV, JPST, VEA, IUSG, AGG 13F-HR 5/1/2023, 03:22 PM
Q4 2022 625 $315M +$33.9M -$20.3M +$13.7M IVV, JPST, IUSG, DVY, IGSB Restatement 1/24/2023, 08:08 AM
Q3 2022 574 $289M +$16.8M -$4.18M +$12.6M IVV, JPST, IUSG, IGSB, VEA 13F-HR 10/18/2022, 02:50 PM
Q2 2022 584 $292M +$30.9M -$13.8M +$17.1M IVV, JPST, IUSG, IGSB, VEA 13F-HR 7/14/2022, 11:51 AM
Q1 2022 571 $314M +$45.9M -$6.72M +$39.2M IVV, IUSG, JPST, VEA, IGSB 13F-HR 4/25/2022, 11:08 AM
Q4 2021 512 $289M +$30.7M -$13.9M +$16.7M IVV, IUSG, JPST, VEA, IGSB 13F-HR 1/21/2022, 01:34 PM
Q3 2021 434 $258M +$33.1M -$4.71M +$28.4M IUSG, IVV, JPST, IGSB, VEA 13F-HR 10/6/2021, 11:25 AM
Q2 2021 102 $234M +$16.9M -$25.3M -$8.42M IUSG, IVV, JPST, IGSB, VEA 13F-HR 7/6/2021, 03:42 PM
Q1 2021 429 $232M +$72.8M -$44.2M +$28.6M IUSG, IVV, JPST, IGSB, VEA 13F-HR 4/26/2021, 11:19 AM
Q4 2020 92 $200M IUSG, AGG, USMV, JPST, IVV 13F-HR 1/26/2021, 07:59 AM
Q3 2019 78 $159M +$29M -$17.4M +$11.6M USMV, AGG, JPST, IUSG, EFAV 13F-HR 11/21/2019, 01:47 PM
Q2 2019 364 $160M +$17.7M -$6.02M +$11.7M USMV, JPST, AGG, IUSG, SPSB 13F-HR 7/29/2019, 08:20 AM
Q1 2019 375 $149M +$16.3M -$9.52M +$6.75M USMV, JPST, IUSG, AGG, SPSB 13F-HR 4/23/2019, 09:15 AM
Q4 2018 360 $131M +$26.4M -$28.3M -$1.89M USMV, IUSG, JPST, SPSB, AGG 13F-HR 1/28/2019, 07:46 AM
Q3 2018 382 $151M +$22.9M -$11.5M +$11.4M USMV, IUSG, EFAV, JPST, SPSB 13F-HR 11/8/2018, 12:33 PM
Q2 2018 382 $142M +$26.4M -$18.9M +$7.55M USMV, IUSG, JPIB, EFAV, JPST 13F-HR 8/13/2018, 02:57 PM
Q1 2018 365 $152M +$20.4M -$15.8M +$4.57M USMV, OSTK, IUSG, JPIB, SPSB 13F-HR 4/24/2018, 10:25 AM
Q4 2017 346 $162M +$30M -$25.1M +$4.91M OSTK, USMV, IUSG, SPSB, EFAV 13F-HR 2/5/2018, 07:22 AM
Q3 2017 380 $150M +$15.2M -$15.8M -$568K USMV, EFAV, OSTK, IUSG, SPSB 13F-HR 11/7/2017, 07:57 AM
Q2 2017 387 $148M +$25.1M -$15.1M +$10M WTM, USMV, EFAV, IUSG, SPSB 13F-HR 7/13/2017, 01:40 PM
Q1 2017 356 $140M +$11.4M -$7.45M +$3.96M WTM, USMV, EFAV, IVV, IUSG 13F-HR 4/18/2017, 02:29 PM
Q4 2016 362 $136M WTM, USMV, IUSG, EFAV, OSTK 13F-HR 1/30/2017, 09:31 AM