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Marshall & Sterling Wealth Advisors Inc.: VCSH position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 18,645 VCSH 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 18,645 shares
    Change vs previous 13F +738 shares

    0.87% of the 13F portfolio, value $1,473,529.

    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 17,907 shares
    Change vs previous 13F +207 shares

    0.93% of the 13F portfolio, value $1,419,484.

    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 17,700 shares
    Change vs previous 13F -12,734 shares

    0.93% of the 13F portfolio, value $1,411,193.

    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 30,434 shares
    Change vs previous 13F -445 shares

    1.56% of the 13F portfolio, value $2,428,949.

    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 30,879 shares
    Change vs previous 13F -11,204 shares

    1.66% of the 13F portfolio, value $2,450,584.

    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 42,083 shares
    Change vs previous 13F -4,810 shares

    2.26% of the 13F portfolio, value $3,321,375.

    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 46,893 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $3,658,086.

    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).