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Disclosery

HB Wealth Management, LLC: MRSH position timeline

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

HB Wealth Management, LLC held 16,262 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,262 shares
    Change vs previous 13F -1,880 shares

    0.02% of the 13F portfolio, value $2,710,478.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 18,142 shares
    Change vs previous 13F +3,653 shares

    0.02% of the 13F portfolio, value $3,146,758.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 14,489 shares
    Change vs previous 13F +468 shares

    0.02% of the 13F portfolio, value $2,688,050.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 14,021 shares
    Change vs previous 13F -90 shares

    0.02% of the 13F portfolio, value $2,825,717.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 14,111 shares
    Change vs previous 13F -1,716 shares

    0.02% of the 13F portfolio, value $3,085,340.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 15,827 shares
    Change vs previous 13F +1,800 shares

    0.03% of the 13F portfolio, value $3,862,435.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 14,027 shares
    Change vs previous 13F +1,389 shares

    0.03% of the 13F portfolio, value $2,979,585.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 12,638 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,819,470.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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