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Mascoma Wealth Management LLC

Position in SLF — Sun Life Financial Inc

CIK 1695664 HANOVER, NH

Position in SLF

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$78
+$16 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#491
of 492 holders
Holding Since
Mar 2022
18 quarters on record

Common Shares in SLF Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $1,389,799 across 4 Insurance - Diversified names. SLF ranks #4 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SLF
Sun Life Financial Inc
This page
1 $78

All Filings in SLF

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $78 1
2026-03-31 $62 1
2025-12-31 $62 1
2025-09-30 $1,200 20
2025-06-30 $1,329 20
2025-03-31 $1,145 20
2024-12-31 $1,186 20
2024-09-30 $1,160 20
2024-06-30 $979 20
2024-03-31 $1,091 20
2023-12-31 $1,037 20
2023-09-30 $976 20
2023-06-30 $1,042 20
2023-03-31 $934 20
2022-12-31 $928 20
2022-09-30 $795 20
2022-06-30 $916 20
2022-03-31 $1,116 20