Mascoma Wealth Management LLC

Position in BRK-B — Berkshire Hathaway Inc

CIK 1695664 HANOVER, NH

Position in BRK-B

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

Position Value

$1,387,081

-$61,061 QoQ

Shares Held

2,772

-8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.52%

of 13F equity value

Holder Rank

#3,142

of 4,965 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Financial Services · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $1,389,799 across 4 Insurance - Diversified names. BRK-B ranks #1 (99.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	2,772	$1,387,081
2	HIG	Hartford Insurance Group, Inc.	17	$2,252
3	ACGL	Arch Capital Group Ltd.	4	$388
4	SLF	Sun Life Financial Inc	1	$78

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,387,081	2,772	-8.3%	Shares	Sole	2026-07-24
2026-03-31	$1,448,142	3,022	-1.8%	Shares	Sole	2026-04-30
2025-12-31	$1,546,151	3,076	-0.4%	Shares	Sole	2026-02-04
2025-09-30	$1,551,958	3,087	+32.2%	Shares	Sole	2025-10-28
2025-06-30	$1,134,272	2,335	0.0%	Shares	Sole	2025-07-22
2025-03-31	$1,243,574	2,335	+2.2%	Shares	Sole	2025-04-24
2024-12-31	$1,035,744	2,285	+0.5%	Shares	Sole	2025-02-10
2024-09-30	$1,046,631	2,274	+1.0%	Shares	Sole	2024-11-05
2024-06-30	$916,113	2,252	-6.9%	Shares	Sole	2024-08-02
2024-03-31	$1,017,237	2,419	-0.5%	Shares	Sole	2024-05-02
2023-12-31	$866,683	2,430	-2.3%	Shares	Sole	2024-01-24
2023-09-30	$871,196	2,487	+6.1%	Shares	Sole	2023-10-13
2023-06-30	$798,963	2,343	-26.6%	Shares	Sole	2023-08-09
2023-03-31	$984,976	3,190	-9.5%	Shares	Sole	2023-05-01
2022-12-31	$1,089,181	3,526	-1.0%	Shares	Sole	2023-01-24
2022-09-30	$950,591	3,560	-2.7%	Shares	Sole	2022-10-18
2022-06-30	$999,253	3,660	-0.2%	Shares	Sole	2022-07-14
2022-03-31	$1,293,768	3,666	+50.5%	Shares	Sole	2022-04-25
2021-12-31	$728,364	2,436	-1.6%	Shares	Sole	2022-01-21
2021-09-30	$675,799	2,476	0.0%	Shares	Sole	2021-10-06
2021-06-30	$688,129	2,476	+2.0%	Shares	Sole	2021-07-06
2021-03-31	$620,281	2,428	+76.8%	Shares	Sole	2021-04-26
2020-12-31	$318,357	1,373	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.