Skip to content
Disclosery

Marshall & Sterling Wealth Advisors Inc.: FDVV position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 107,749 FDVV 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 107,749 shares
    Change vs previous 13F +2,449 shares

    3.85% of the 13F portfolio, value $6,496,173.

    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 105,300 shares
    Change vs previous 13F +7,747 shares

    3.81% of the 13F portfolio, value $5,816,758.

    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 97,553 shares
    Change vs previous 13F +16,939 shares

    3.65% of the 13F portfolio, value $5,530,299.

    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 80,614 shares
    Change vs previous 13F -1,986 shares

    2.88% of the 13F portfolio, value $4,487,946.

    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 82,600 shares
    Change vs previous 13F -2,751 shares

    2.91% of the 13F portfolio, value $4,293,851.

    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 85,351 shares
    Change vs previous 13F +6,096 shares

    2.88% of the 13F portfolio, value $4,233,412.

    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 79,255 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $3,957,979.

    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).