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Marshall & Sterling Wealth Advisors Inc.: QDPL position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 14,583 QDPL 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 14,583 shares
    Change vs previous 13F -8,355 shares

    0.39% of the 13F portfolio, value $657,278.

    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 22,938 shares
    Change vs previous 13F -83,692 shares

    0.6% of the 13F portfolio, value $920,696.

    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 106,630 shares
    Change vs previous 13F +2,072 shares

    2.99% of the 13F portfolio, value $4,529,618.

    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 104,558 shares
    Change vs previous 13F +233 shares

    2.81% of the 13F portfolio, value $4,378,576.

    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 104,325 shares
    Change vs previous 13F +14,400 shares

    2.79% of the 13F portfolio, value $4,114,600.

    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 89,925 shares
    Change vs previous 13F +7,535 shares

    2.23% of the 13F portfolio, value $3,284,063.

    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 82,390 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $3,162,933.

    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).