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Aptus Capital Advisors, LLC: MRSH position timeline

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

Aptus Capital Advisors, LLC held 30,292 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,292 shares
    Change vs previous 13F +2,698 shares

    0.04% of the 13F portfolio, value $5,048,767.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    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 27,594 shares
    Change vs previous 13F -73,288 shares

    0.04% of the 13F portfolio, value $4,786,179.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    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 100,882 shares
    Change vs previous 13F +3,116 shares

    0.16% of the 13F portfolio, value $18,715,629.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    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 97,766 shares
    Change vs previous 13F +3,081 shares

    0.18% of the 13F portfolio, value $19,702,782.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    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 94,685 shares
    Change vs previous 13F +7,389 shares

    0.2% of the 13F portfolio, value $20,701,950.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    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 87,296 shares
    Change vs previous 13F +8,678 shares

    0.24% of the 13F portfolio, value $21,302,762.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    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 78,618 shares
    Change vs previous 13F +9,421 shares

    0.2% of the 13F portfolio, value $16,699,306.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, LLC
    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 69,197 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $15,437,159.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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