BZUN β€” BAOZUN INC SPONSORED ADR

Ownership history in Mascoma Wealth Management LLC  Β·  3 quarters on record

AI Ownership Summary

Mascoma Wealth Management LLC reported BAOZUN INC SPONSORED ADR (BZUN) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. The latest visible filing shows BZUN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BZUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mascoma Wealth Management LLC's position in BAOZUN INC SPONSORED ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BZUN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mascoma Wealth Management LLC held BZUN β€” position size vs. price
% of Fund (quarterly)    BZUN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 30 β€” 0% 0.00% $122 2025-10-28 $3.51
2025 Q2 UNCHANGED 30 β€” 0% 0.00% $75 2025-07-22 $2.97
2025 Q1 INITIATED 30 β€” β€” 0.00% $82 2025-04-24 $2.42

FAQ About Mascoma Wealth Management LLC and BZUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mascoma Wealth Management LLC reported owning BZUN?

Mascoma Wealth Management LLC reported BZUN across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported BZUN position in Mascoma Wealth Management LLC's portfolio?

The largest reported portfolio weight for BZUN was 0.00% in 2025 Q3.

What is the latest reported BZUN position on this page?

The most recent filing on this page is 2025 Q3, when Mascoma Wealth Management LLC reported 30 shares, equal to 0.00% of portfolio, with an estimated market value of $122.

What does the chart on this BZUN ownership page compare?

The chart compares Mascoma Wealth Management LLC's quarterly BZUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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