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Marshall & Sterling Wealth Advisors Inc.: NNY position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 64,849 NNY 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 64,849 shares
    Change vs previous 13F +3,236 shares

    0.34% of the 13F portfolio, value $566,783.

    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 61,613 shares
    Change vs previous 13F -117 shares

    0.34% of the 13F portfolio, value $514,470.

    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 61,730 shares
    Change vs previous 13F +2,932 shares

    0.35% of the 13F portfolio, value $528,659.

    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 58,798 shares
    Change vs previous 13F +2,792 shares

    0.31% of the 13F portfolio, value $485,593.

    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 56,006 shares
    Change vs previous 13F -20,023 shares

    0.31% of the 13F portfolio, value $454,120.

    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 76,029 shares
    Change vs previous 13F +2,494 shares

    0.43% of the 13F portfolio, value $628,004.

    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 73,535 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $591,399.

    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).