Skip to content
Disclosery

Marshall & Sterling Wealth Advisors Inc.: RWK position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 34,972 RWK 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 34,972 shares
    Change vs previous 13F +1,005 shares

    3.03% of the 13F portfolio, value $5,114,901.

    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 33,967 shares
    Change vs previous 13F -1,262 shares

    2.85% of the 13F portfolio, value $4,356,613.

    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 35,229 shares
    Change vs previous 13F +59 shares

    2.94% of the 13F portfolio, value $4,455,109.

    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 35,170 shares
    Change vs previous 13F +57 shares

    2.81% of the 13F portfolio, value $4,389,282.

    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 35,113 shares
    Change vs previous 13F -214 shares

    2.77% of the 13F portfolio, value $4,098,007.

    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 35,327 shares
    Change vs previous 13F -83 shares

    2.59% of the 13F portfolio, value $3,811,735.

    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 35,410 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $4,115,680.

    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).