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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

LLY holding history

Eli Lilly & Co 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.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
1,421
Value
$1.70M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of LLY by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,421$1.70M0.3%−83−5.5%ReducedHolders
Q1 20261,504$1.38M0.3%−27−1.8%ReducedHolders
Q4 20251,531$1.64M0.4%−38−2.4%ReducedHolders
Q3 20251,569$1.20M0.3%+855+119.7%AddedHolders
Q2 2025714$556.3K0.1%00.0%UnchangedHolders
Q1 2025714$589.4K0.1%−25−3.4%ReducedHolders
Q4 2024739$570.2K0.1%−11−1.5%ReducedHolders
Q3 2024750$664.6K0.2%−48−6.0%ReducedHolders
Q2 2024798$722.1K0.2%−8−1.0%ReducedHolders
Q1 2024806$626.8K0.2%−30−3.6%ReducedHolders
Q4 2023836$487.6K0.1%−33−3.8%ReducedHolders
Q3 2023869$466.8K0.1%00.0%UnchangedHolders
Q2 2023869$453.3K0.1%−309−26.2%ReducedHolders
Q1 20231,178$466.3K0.1%+179+17.9%AddedHolders
Q4 2022999$365.5K0.1%00.0%UnchangedHolders
Q3 2022999$323.0K0.1%00.0%UnchangedHolders
Q2 2022999$324.0K0.1%00.0%UnchangedHolders
Q1 2022999$286.0K0.1%+214+27.3%AddedHolders
Q4 2021785$217.0K0.1%00.0%UnchangedHolders
Q3 2021785$181.0K0.1%+785NewHolders
Q2 20210$00.0%−679−100.0%Sold outHolders
Q1 2021679$127.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.