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IFP Advisors, Inc: MRSH position timeline

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

IFP Advisors, Inc held 7,848 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,848 shares
    Change vs previous 13F +323 shares

    0.02% of the 13F portfolio, value $1,308,026.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, 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 7,525 shares
    Change vs previous 13F -1,538 shares

    0.03% of the 13F portfolio, value $1,305,211.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, 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 9,063 shares
    Change vs previous 13F +1,731 shares

    0.04% of the 13F portfolio, value $1,681,368.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, 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 7,332 shares
    Change vs previous 13F +429 shares

    0.04% of the 13F portfolio, value $1,477,618.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, 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 6,903 shares
    Change vs previous 13F -576 shares

    0.05% of the 13F portfolio, value $1,667,464.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, 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 7,479 shares
    Change vs previous 13F +47 shares

    0.06% of the 13F portfolio, value $1,825,342.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, 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 7,432 shares
    Change vs previous 13F +4,468 shares

    0.05% of the 13F portfolio, value $1,578,801.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, 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 2,964 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $661,438.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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