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Marshall & Sterling Wealth Advisors Inc.: RSPU position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 37,648 RSPU 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 37,648 shares
    Change vs previous 13F -1,509 shares

    1.81% of the 13F portfolio, value $3,054,374.

    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 39,157 shares
    Change vs previous 13F +1,113 shares

    2.08% of the 13F portfolio, value $3,176,028.

    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 38,044 shares
    Change vs previous 13F +417 shares

    1.88% of the 13F portfolio, value $2,844,910.

    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 37,627 shares
    Change vs previous 13F +2,039 shares

    1.85% of the 13F portfolio, value $2,880,096.

    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 35,588 shares
    Change vs previous 13F +10,528 shares

    1.71% of the 13F portfolio, value $2,526,766.

    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 25,060 shares
    Change vs previous 13F +181 shares

    1.19% of the 13F portfolio, value $1,745,313.

    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 24,879 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,635,229.

    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).