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Marshall & Sterling Wealth Advisors Inc.: GARP position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 63,815 GARP 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 63,815 shares
    Change vs previous 13F -5,702 shares

    3.12% of the 13F portfolio, value $5,267,906.

    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 69,517 shares
    Change vs previous 13F +2,049 shares

    2.91% of the 13F portfolio, value $4,447,023.

    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 67,468 shares
    Change vs previous 13F +935 shares

    3.03% of the 13F portfolio, value $4,594,544.

    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 66,533 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $4,362,559.

    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).