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Marshall & Sterling Wealth Advisors Inc.: ITA position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 10,335 ITA 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 10,335 shares
    Change vs previous 13F +930 shares

    1.48% of the 13F portfolio, value $2,505,427.

    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 9,405 shares
    Change vs previous 13F -824 shares

    1.35% of the 13F portfolio, value $2,057,234.

    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 10,229 shares
    Change vs previous 13F -504 shares

    1.45% of the 13F portfolio, value $2,196,043.

    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 10,733 shares
    Change vs previous 13F -357 shares

    1.43% of the 13F portfolio, value $2,229,017.

    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 11,090 shares
    Change vs previous 13F -289 shares

    1.41% of the 13F portfolio, value $2,077,488.

    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 11,379 shares
    Change vs previous 13F -396 shares

    1.18% of the 13F portfolio, value $1,743,170.

    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 11,775 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,711,469.

    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).