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Marshall & Sterling Wealth Advisors Inc.: TBIL position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 35,320 TBIL 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 35,320 shares
    Change vs previous 13F +312 shares

    1.04% of the 13F portfolio, value $1,761,041.

    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 35,008 shares
    Change vs previous 13F +7,668 shares

    1.14% of the 13F portfolio, value $1,745,499.

    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 27,340 shares
    Change vs previous 13F -1,158 shares

    0.9% of the 13F portfolio, value $1,363,739.

    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 28,498 shares
    Change vs previous 13F +175 shares

    0.91% of the 13F portfolio, value $1,424,790.

    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 28,323 shares
    Change vs previous 13F +1,143 shares

    0.96% of the 13F portfolio, value $1,415,926.

    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 27,180 shares
    Change vs previous 13F +26,709 shares

    0.92% of the 13F portfolio, value $1,359,231.

    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 471 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $23,446.

    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).