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Marshall & Sterling Wealth Advisors Inc.: SCHO position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 6,358 SCHO 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 6,358 shares
    Change vs previous 13F +59 shares

    0.09% of the 13F portfolio, value $153,479.

    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 6,299 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $152,883.

    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 6,259 shares
    Change vs previous 13F +79 shares

    0.1% of the 13F portfolio, value $152,524.

    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 6,180 shares
    Change vs previous 13F +63 shares

    0.1% of the 13F portfolio, value $150,775.

    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 6,117 shares
    Change vs previous 13F +64 shares

    0.1% of the 13F portfolio, value $149,125.

    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 6,053 shares
    Change vs previous 13F +43 shares

    0.1% of the 13F portfolio, value $147,332.

    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 6,010 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $144,592.

    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).