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Disclosery

Kathmere Capital Management, LLC: MRSH position timeline

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

Kathmere Capital Management, LLC held 5,305 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 5,305 shares
    Change vs previous 13F +307 shares

    0.05% of the 13F portfolio, value $884,248.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 4,998 shares
    Change vs previous 13F +1,457 shares

    0.05% of the 13F portfolio, value $866,910.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 3,541 shares
    Change vs previous 13F -1,647 shares

    0.04% of the 13F portfolio, value $656,934.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 5,188 shares
    Change vs previous 13F -503 shares

    0.07% of the 13F portfolio, value $1,045,546.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital 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 5,691 shares
    Change vs previous 13F -620 shares

    0.1% of the 13F portfolio, value $1,244,318.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital 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 6,311 shares
    Change vs previous 13F +941 shares

    0.13% of the 13F portfolio, value $1,540,181.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital 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 5,370 shares
    Change vs previous 13F -362 shares

    0.1% of the 13F portfolio, value $1,140,586.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital 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 5,732 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,278,752.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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