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Marshall & Sterling Wealth Advisors Inc.: SPYI position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 192,330 SPYI 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 192,330 shares
    Change vs previous 13F +19,845 shares

    6.05% of the 13F portfolio, value $10,210,786.

    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 172,485 shares
    Change vs previous 13F +87,402 shares

    5.57% of the 13F portfolio, value $8,515,568.

    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 85,083 shares
    Change vs previous 13F +79,545 shares

    2.95% of the 13F portfolio, value $4,469,412.

    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 5,538 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $289,341.

    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).