Skip to content
Disclosery

Marshall & Sterling Wealth Advisors Inc.: OBIL position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 27,152 OBIL 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 27,152 shares
    Change vs previous 13F +141 shares

    0.8% of the 13F portfolio, value $1,356,905.

    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 27,011 shares
    Change vs previous 13F +11,716 shares

    0.88% of the 13F portfolio, value $1,352,566.

    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 15,295 shares
    Change vs previous 13F -213 shares

    0.51% of the 13F portfolio, value $767,709.

    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 15,508 shares
    Change vs previous 13F +1,250 shares

    0.5% of the 13F portfolio, value $780,056.

    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 14,258 shares
    Change vs previous 13F +848 shares

    0.48% of the 13F portfolio, value $715,631.

    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 13,410 shares
    Change vs previous 13F +12,709 shares

    0.46% of the 13F portfolio, value $673,243.

    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 701 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $35,064.

    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).