Mascoma Wealth Management LLC

Position in ELV — Elevance Health, Inc.

CIK 1695664 HANOVER, NH

Position in ELV

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

Position Value

$29,004

+$7,048 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,435

of 1,597 holders

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $397,602 across 5 Healthcare Plans names. ELV ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	398	$165,420
2	HUM	Humana Inc	207	$82,224
3	CI	Cigna Group	253	$69,747
4	CVS	CVS HEALTH Corp	495	$51,207
5	ELV	Elevance Health, Inc. This page	75	$29,004

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,004	75	0.0%	Shares	Sole	2026-07-24
2026-03-31	$21,956	75	-3.8%	Shares	Sole	2026-04-30
2025-12-31	$27,342	78	+4.0%	Shares	Sole	2026-02-04
2025-09-30	$24,234	75	0.0%	Shares	Sole	2025-10-28
2025-06-30	$29,172	75	0.0%	Shares	Sole	2025-07-22
2025-03-31	$32,622	75	0.0%	Shares	Sole	2025-04-24
2024-12-31	$27,667	75	0.0%	Shares	Sole	2025-02-10
2024-09-30	$39,000	75	0.0%	Shares	Sole	2024-11-05
2024-06-30	$40,639	75	-34.8%	Shares	Sole	2024-08-02
2024-03-31	$59,632	115	0.0%	Shares	Sole	2024-05-02
2023-12-31	$54,229	115	0.0%	Shares	Sole	2024-01-24
2023-09-30	$50,073	115	0.0%	Shares	Sole	2023-10-13
2023-06-30	$51,093	115	0.0%	Shares	Sole	2023-08-09
2023-03-31	$52,878	115	0.0%	Shares	Sole	2023-05-01
2022-12-31	$58,991	115	-52.1%	Shares	Sole	2023-01-24
2022-09-30	$109,017	240	0.0%	Shares	Sole	2022-10-18
2022-06-30	$115,819	240	0.0%	Shares	Sole	2022-07-14
2022-03-31	$117,892	240	0.0%	Shares	Sole	2022-04-25
2021-12-31	$111,249	240	0.0%	Shares	Sole	2022-01-21
2021-09-30	$89,472	240	0.0%	Shares	Sole	2021-10-06
2021-03-31	$86,148	240	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.