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Disclosery

FLAGSHIP HARBOR ADVISORS, LLC: MRSH position timeline

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

FLAGSHIP HARBOR ADVISORS, LLC held 0 MRSH shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,044 shares

    13F-HR 0001691766-26-000004 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,044 shares
    Change vs previous 13F -182 shares

    0.01% of the 13F portfolio, value $193,802.

    13F-HR 0001691766-26-000003 filed by FLAGSHIP HARBOR 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 ended2025-09-30
    13F 1,226 shares
    Change vs previous 13F +64 shares

    0.01% of the 13F portfolio, value $247,165.

    13F-HR 0001691766-25-000007 filed by FLAGSHIP HARBOR 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 ended2025-06-30
    13F 1,162 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $254,021.

    13F-HR 0001691766-25-000006 filed by FLAGSHIP HARBOR 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 ended2025-03-31
    13F 1,152 shares
    Change vs previous 13F -350 shares

    0.01% of the 13F portfolio, value $281,007.

    13F-HR 0001691766-25-000002 filed by FLAGSHIP HARBOR 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 ended2024-12-31
    13F 1,502 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $319,090.

    13F-HR 0001691766-25-000001 filed by FLAGSHIP HARBOR 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 ended2024-09-30
    13F 1,602 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $357,377.

    13F-HR 0001691766-24-000003 filed by FLAGSHIP HARBOR ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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