Mascoma Wealth Management LLC

Position in AON — Aon plc

CIK 1695664 HANOVER, NH

Position in AON

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$31,178

+$837 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,098

of 1,247 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $78,631 across 3 Insurance Brokers names. AON ranks #2 (39.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	145	$33,287
2	AON	Aon plc This page	94	$31,178
3	MRSH	Marsh & Mclennan Companies, Inc.	85	$14,166

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,178	94	0.0%	Shares	Sole	2026-07-24
2026-03-31	$30,341	94	-1.1%	Shares	Sole	2026-04-30
2025-12-31	$33,523	95	-14.4%	Shares	Sole	2026-02-04
2025-09-30	$39,580	111	0.0%	Shares	Sole	2025-10-28
2025-06-30	$39,600	111	0.0%	Shares	Sole	2025-07-22
2025-03-31	$44,298	111	0.0%	Shares	Sole	2025-04-24
2024-12-31	$39,866	111	0.0%	Shares	Sole	2025-02-10
2024-09-30	$38,404	111	0.0%	Shares	Sole	2024-11-05
2024-06-30	$32,587	111	0.0%	Shares	Sole	2024-08-02
2024-03-31	$37,042	111	-9.0%	Shares	Sole	2024-05-02
2023-12-31	$35,504	122	-30.7%	Shares	Sole	2024-01-24
2023-09-30	$57,062	176	+44.3%	Shares	Sole	2023-10-13
2023-06-30	$42,114	122	-15.3%	Shares	Sole	2023-08-09
2023-03-31	$45,401	144	0.0%	Shares	Sole	2023-05-01
2022-12-31	$43,220	144	-55.4%	Shares	Sole	2023-01-24
2022-09-30	$86,522	323	-0.3%	Shares	Sole	2022-10-18
2022-06-30	$87,376	324	+0.9%	Shares	Sole	2022-07-14
2022-03-31	$104,527	321	+52.1%	Shares	Sole	2022-04-25
2021-12-31	$63,418	211	+129.3%	Shares	Sole	2022-01-21
2021-09-30	$26,290	92	-8.0%	Shares	Sole	2021-10-06
2021-03-31	$23,011	100	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.