Marshall & Sterling Wealth Advisors Inc.: DHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marshall & Sterling Wealth Advisors Inc. on DHR, newest first. How the timeline and the estimate are built.
Marshall & Sterling Wealth Advisors Inc. held 0 DHR shares at 2025-12-31 per its 13F-HR filed 2026-02-10.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -56 shares
13F-HR 0002056315-26-000001 filed by Marshall & Sterling Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 56 sharesChange vs previous 13F -1,154 shares
0.01% of the 13F portfolio, value $11,104.
13F-HR 0002056315-25-000011 filed by Marshall & Sterling Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,210 sharesChange vs previous 13F -10 shares
0.16% of the 13F portfolio, value $235,990.
13F-HR 0002056519-25-000006 filed by Marshall & Sterling Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,220 sharesChange vs previous 13F +100 shares
0.17% of the 13F portfolio, value $250,647.
13F-HR 0002056315-25-000009 filed by Marshall & Sterling Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,120 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $257,012.
13F-HR 0002056315-25-000001 filed by Marshall & Sterling Wealth Advisors Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).