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Marshall & Sterling Wealth Advisors Inc.: FEZ position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 43,002 FEZ 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 43,002 shares
    Change vs previous 13F +6,918 shares

    1.75% of the 13F portfolio, value $2,953,387.

    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 36,084 shares
    Change vs previous 13F -9,501 shares

    1.47% of the 13F portfolio, value $2,240,082.

    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 45,585 shares
    Change vs previous 13F +4,951 shares

    1.94% of the 13F portfolio, value $2,935,218.

    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 40,634 shares
    Change vs previous 13F +147 shares

    1.61% of the 13F portfolio, value $2,518,048.

    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 40,487 shares
    Change vs previous 13F +37,423 shares

    1.63% of the 13F portfolio, value $2,412,271.

    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 3,064 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $166,761.

    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).