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Marshall & Sterling Wealth Advisors Inc.: HEGD position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 189,652 HEGD 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 189,652 shares
    Change vs previous 13F +37,911 shares

    2.99% of the 13F portfolio, value $5,056,130.

    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 151,741 shares
    Change vs previous 13F +2,872 shares

    2.45% of the 13F portfolio, value $3,748,009.

    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 148,869 shares
    Change vs previous 13F -13,569 shares

    2.48% of the 13F portfolio, value $3,752,976.

    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 162,438 shares
    Change vs previous 13F +2,216 shares

    2.59% of the 13F portfolio, value $4,047,539.

    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 160,222 shares
    Change vs previous 13F +2,527 shares

    2.55% of the 13F portfolio, value $3,764,828.

    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 157,695 shares
    Change vs previous 13F +3,132 shares

    2.35% of the 13F portfolio, value $3,453,550.

    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 154,563 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $3,462,195.

    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).