Marshall & Sterling Wealth Advisors Inc.ETFConcentrated trader

CIK: 0002056315 | POUGHKEEPSIE, NY

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	369	$174.7M	2026-10-28	SEC ↗
Q2 2026	13F-HR	339	$168.9M	2026-07-21	SEC ↗
Q1 2026	13F-HR	344	$152.8M	2026-05-07	SEC ↗
Q4 2025	13F-HR	338	$151.5M	2026-02-10	SEC ↗
Q3 2025	13F-HR	7268	$153.9M	2025-11-10	SEC ↗
Q2 2025	13F-HR	7185	$145.8M	2025-08-12	SEC ↗
Q1 2025	13F-HR	7842	$145.0M	2025-05-15	SEC ↗
Q4 2024	13F-HR	361	$144.7M	2025-02-14	SEC ↗