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Advisors Asset Management, Inc.: MRSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on MRSH, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 30,644 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,644 shares
    Change vs previous 13F +228 shares

    0.08% of the 13F portfolio, value $5,107,435.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,416 shares
    Change vs previous 13F -3,567 shares

    0.09% of the 13F portfolio, value $5,275,655.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 33,983 shares
    Change vs previous 13F +3,905 shares

    0.11% of the 13F portfolio, value $6,304,526.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 30,078 shares
    Change vs previous 13F +4,106 shares

    0.1% of the 13F portfolio, value $6,061,619.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 25,972 shares
    Change vs previous 13F +3,839 shares

    0.1% of the 13F portfolio, value $5,678,518.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 22,133 shares
    Change vs previous 13F -5,916 shares

    0.1% of the 13F portfolio, value $5,401,116.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 28,049 shares
    Change vs previous 13F -6,957 shares

    0.11% of the 13F portfolio, value $5,957,888.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 35,006 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,809,489.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).