Skip to content
Disclosery

Marshall & Sterling Wealth Advisors Inc.: EFAA position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 45,938 EFAA 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 45,938 shares
    Change vs previous 13F +7,459 shares

    1.52% of the 13F portfolio, value $2,561,487.

    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 38,479 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,029,351.

    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).