Position in CI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$69,747
+$2,260 QoQ
Shares Held
253
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,424
of 1,679 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Mascoma Wealth Management LLC holds $397,602 across 5 Healthcare Plans names. CI ranks #3 (17.5% of the industry book) .
All Filings in CI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,747 | 253 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $67,487 | 253 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $68,807 | 250 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $70,621 | 245 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $80,992 | 245 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $80,605 | 245 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $142,212 | 515 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $178,416 | 515 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $170,243 | 515 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $214,282 | 590 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $194,043 | 648 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $185,373 | 648 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $181,828 | 648 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $203,912 | 798 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $340,948 | 1,029 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $125,138 | 451 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $145,199 | 551 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $132,025 | 551 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $146,044 | 636 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $127,301 | 636 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $157,372 | 651 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||