Mascoma Wealth Management LLC VZ — VERIZON COMMUNICATIONS INC COM

Ownership history in Mascoma Wealth Management LLC  ·  34 quarters on record

AI Ownership Summary

Mascoma Wealth Management LLC reported VERIZON COMMUNICATIONS INC COM (VZ) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.4% in 2023 Q4. The latest visible filing shows VZ at 0.15% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VZ 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 VERIZON COMMUNICATIONS INC COM, 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
2026 Q1

VZ was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

VZ stock page Mascoma Wealth Management LLC fund profile Mascoma Wealth Management LLC full holdings
How Mascoma Wealth Management LLC held VZ — position size vs. price
% of Fund (quarterly)    VZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,343 +1,349 +10.4% 0.15% $720K 2026-04-30 $48.03
2025 Q4 REDUCED 11.7% +25.4% ❌ 12,994 -1,716 -11.7% 0.11% $529K 2026-02-04 $46.31
2025 Q3 ADDED — — — 14,710 +409 +2.9% 0.14% $646K 2025-10-28 $38.08
2025 Q2 REDUCED — — — 14,301 -534 -3.6% 0.14% $619K 2025-07-22 $40.90
2025 Q1 REDUCED 6.5% -3.1% ✅ 14,835 -1,027 -6.5% 0.17% $673K 2025-04-24 $40.11
2024 Q4 ADDED — — — 15,862 +3 +0.0% 0.16% $634K 2025-02-10 $36.84
2024 Q3 REDUCED 5.8% -10.4% ✅ 15,859 -970 -5.8% 0.18% $712K 2024-11-05 $37.38
2024 Q2 REDUCED 29.0% +10.7% ❌ 16,829 -6,884 -29.0% 0.18% $694K 2024-08-02 $36.55
2024 Q1 REDUCED 32.9% +1.1% ❌ 23,713 -11,645 -32.9% 0.28% $995K 2024-05-02 $34.17
2023 Q4 REDUCED 19.4% +14.1% ❌ 35,358 -8,519 -19.4% 0.40% $1.3M 2024-01-24 $35.65
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VZ

As of 2026 Q1 — sorted by position size

WILSEY ASSET MANAGEMENT INC 3Y 7Y 7.16% Credit Capital Investments LLC 3Y 7Y 6.46% Dupree Financial Group, LLC 5.86% EQUITY INVESTMENT CORP 3Y 7Y 4.52% Drum Hill Capital, LLC 4.41% Slocum, Gordon & Co LLP 4.11% Asset Management Advisors, LLC 3Y 7Y 3.65% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 3.63% Rempart Asset Management Inc. 3Y 3.26% Keystone Financial Planning, Inc. 3Y 7Y 3.2%

FAQ About Mascoma Wealth Management LLC and VZ

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 VZ?

Mascoma Wealth Management LLC reported VZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for VZ was 0.40% in 2023 Q4.

What is the latest reported VZ position on this page?

The most recent filing on this page is 2026 Q1, when Mascoma Wealth Management LLC reported 14,343 shares, equal to 0.15% of portfolio, with an estimated market value of $720K.

What does the chart on this VZ ownership page compare?

The chart compares Mascoma Wealth Management LLC's quarterly VZ 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.

How well did Mascoma Wealth Management LLC time their VZ position?

Based on 13F filing dates vs. subsequent VZ price moves, Mascoma Wealth Management LLC correctly timed 20 out of 32 reported position changes (62%). The annualised alpha on VZ relative to SPY over the holding period was -6.5%.

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