Mascoma Wealth Management LLC

SEC CIK: 0001695664
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

DGX holding history

Quest Diagnostics Inc in every 13F filed by Mascoma Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DGX overview All 13F holders of DGX Full Q2 2026 holdings

Shares (Q2 2026): 9
Value: $1.91K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of DGX by Mascoma Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9	$1.91K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	9	$1.76K	<0.1%	−3−25.0%	Reduced	Holders
Q4 2025	12	$2.08K	<0.1%	+12	New	Holders