Mascoma Wealth Management LLC has filed its quarterly 13F-HR report for the period ending September 30, 2026. This filing is significant as it provides insights into the firm's investment portfolio and strategies, reflecting the current market conditions and asset allocations.

Mascoma Wealth Management LLC is a financial services firm based in Hanover, New Hampshire. The company primarily operates in the wealth management sector, focusing on managing investments for institutional clients. The firm has been active in filing various reports with the SEC, including its recent submissions, which highlight its ongoing investment activities.

The latest filing, with accession number 0001695664-26-000005, was submitted on October 23, 2026. It includes details about the firm's holdings as of the end of September. However, specific information about the assets or changes in the portfolio was not disclosed in the filing.

This report may influence various stakeholders, including clients, competitors, and analysts, as it sheds light on Mascoma's investment strategies and market positioning. Wealth management firms often scrutinize such filings to gauge industry trends and adjust their own strategies accordingly.

Details were not available in the SEC filing regarding what actions may follow this report, such as potential changes in investment strategy or upcoming votes.

Filing Details

The filing date for this report was October 23, 2026, and it was accepted on the same day at 12:13:19. The report covers the period ending September 30, 2026, and includes two documents. The effectiveness date of the report is also noted as October 23, 2026.

Company Information

Mascoma Wealth Management LLC is located at 80 South Main Street, Ste 103, Hanover, NH 03755. The firm operates under the Central Index Key (CIK) number 0001695664 and has an Employer Identification Number (EIN) of 473031243. The company is incorporated in New Hampshire and has a fiscal year ending on December 31.

Mascoma Wealth Management LLC is classified under the 13F-HR type of filing, which is designated for institutional investment managers to report their holdings to the SEC.

Document Access

The filing includes several document format files, including a primary document in both HTML and XML formats, as well as an information table that provides detailed insights into the firm's holdings. The total size of the information table document is 277,172 bytes, indicating a comprehensive report of the firm's investment positions.