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Marshall & Sterling Wealth Advisors Inc.: UTWO position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 59,825 UTWO 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 59,825 shares
    Change vs previous 13F +712 shares

    1.7% of the 13F portfolio, value $2,869,215.

    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 59,113 shares
    Change vs previous 13F +14,818 shares

    1.87% of the 13F portfolio, value $2,854,090.

    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 44,295 shares
    Change vs previous 13F -1,089 shares

    1.42% of the 13F portfolio, value $2,151,169.

    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 45,384 shares
    Change vs previous 13F +1,613 shares

    1.41% of the 13F portfolio, value $2,203,892.

    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 43,771 shares
    Change vs previous 13F +4,234 shares

    1.44% of the 13F portfolio, value $2,124,490.

    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 39,537 shares
    Change vs previous 13F +38,679 shares

    1.3% of the 13F portfolio, value $1,916,341.

    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 858 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $41,198.

    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).