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Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

SLF holding history

Sun Life Financial 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.

SLF overviewAll 13F holders of SLFFull Q2 2026 holdings

Shares (Q2 2026)
1
Value
$76
% of portfolio
<0.1%
Quarters held
18
Since Q1 2022
Holdings of SLF by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261$76<0.1%00.0%UnchangedHolders
Q1 20261$61<0.1%00.0%UnchangedHolders
Q4 20251$61<0.1%−19−95.0%ReducedHolders
Q3 202520$1.20K<0.1%00.0%UnchangedHolders
Q2 202520$1.33K<0.1%00.0%UnchangedHolders
Q1 202520$1.14K<0.1%00.0%UnchangedHolders
Q4 202420$1.19K<0.1%00.0%UnchangedHolders
Q3 202420$1.16K<0.1%00.0%UnchangedHolders
Q2 202420$978<0.1%00.0%UnchangedHolders
Q1 202420$1.09K<0.1%00.0%UnchangedHolders
Q4 202320$1.04K<0.1%00.0%UnchangedHolders
Q3 202320$975<0.1%00.0%UnchangedHolders
Q2 202320$1.02K<0.1%00.0%UnchangedHolders
Q1 202320$980<0.1%00.0%UnchangedHolders
Q4 202220$927<0.1%00.0%UnchangedHolders
Q3 202220$1.00K<0.1%00.0%UnchangedHolders
Q2 202220$1.00K<0.1%00.0%UnchangedHolders
Q1 202220$1.00K<0.1%+20NewHolders