Skip to content
Disclosery

Marshall & Sterling Wealth Advisors Inc.: CIBR position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 6,414 CIBR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,414 shares
    Change vs previous 13F -2,880 shares

    0.34% of the 13F portfolio, value $576,261.

    13F-HR 0002056315-26-000003 filed by Marshall & Sterling Wealth 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 9,294 shares
    Change vs previous 13F +5,493 shares

    0.38% of the 13F portfolio, value $582,567.

    13F-HR 0002056315-26-000002 filed by Marshall & Sterling Wealth 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 3,801 shares
    Change vs previous 13F +1,574 shares

    0.18% of the 13F portfolio, value $271,583.

    13F-HR 0002056315-26-000001 filed by Marshall & Sterling Wealth 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 2,227 shares
    Change vs previous 13F +2,036 shares

    0.11% of the 13F portfolio, value $169,260.

    13F-HR 0002056315-25-000011 filed by Marshall & Sterling Wealth 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 191 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $14,421.

    13F-HR 0002056519-25-000006 filed by Marshall & Sterling Wealth 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 191 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $12,014.

    13F-HR 0002056315-25-000009 filed by Marshall & Sterling Wealth 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 204 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,926.

    13F-HR 0002056315-25-000001 filed by Marshall & Sterling Wealth Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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