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Arkadios Wealth Advisors: MRSH position timeline

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

Arkadios Wealth Advisors held 5,753 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,753 shares
    Change vs previous 13F -766 shares

    0.01% of the 13F portfolio, value $958,861.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 6,519 shares
    Change vs previous 13F -518 shares

    0.02% of the 13F portfolio, value $1,130,823.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 7,037 shares
    Change vs previous 13F -310 shares

    0.03% of the 13F portfolio, value $1,305,548.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 7,347 shares
    Change vs previous 13F +2,236 shares

    0.04% of the 13F portfolio, value $1,480,569.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 5,111 shares
    Change vs previous 13F +1,894 shares

    0.03% of the 13F portfolio, value $1,117,535.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 3,217 shares
    Change vs previous 13F +343 shares

    0.03% of the 13F portfolio, value $785,080.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 2,874 shares
    Change vs previous 13F +122 shares

    0.03% of the 13F portfolio, value $610,561.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 2,752 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $613,978.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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