Skip to content
Disclosery

Marshall & Sterling Wealth Advisors Inc.: XJH position timeline

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

Marshall & Sterling Wealth Advisors Inc. held 5,449 XJH 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 5,449 shares
    Change vs previous 13F +61 shares

    0.17% of the 13F portfolio, value $284,174.

    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 5,388 shares
    Change vs previous 13F +74 shares

    0.16% of the 13F portfolio, value $244,473.

    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 5,314 shares
    Change vs previous 13F -103 shares

    0.16% of the 13F portfolio, value $237,276.

    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 5,417 shares
    Change vs previous 13F -316 shares

    0.15% of the 13F portfolio, value $237,093.

    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 5,733 shares
    Change vs previous 13F -776 shares

    0.16% of the 13F portfolio, value $237,405.

    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 6,509 shares
    Change vs previous 13F -2,028 shares

    0.17% of the 13F portfolio, value $254,262.

    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 8,537 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $357,146.

    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).