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Marshall & Sterling Wealth Advisors Inc.: VNLA position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 2,472 VNLA 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 2,472 shares
    Change vs previous 13F -1,228 shares

    0.07% of the 13F portfolio, value $120,808.

    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 3,700 shares
    Change vs previous 13F -491 shares

    0.12% of the 13F portfolio, value $180,788.

    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 4,191 shares
    Change vs previous 13F +62 shares

    0.14% of the 13F portfolio, value $205,928.

    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 4,129 shares
    Change vs previous 13F -349 shares

    0.13% of the 13F portfolio, value $203,457.

    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 4,478 shares
    Change vs previous 13F -85 shares

    0.15% of the 13F portfolio, value $220,194.

    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 4,563 shares
    Change vs previous 13F -1,287 shares

    0.15% of the 13F portfolio, value $224,267.

    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 5,850 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $286,083.

    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).