MARSHALL & SULLIVAN INC /WA/: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL & SULLIVAN INC /WA/ on NEE, newest first. How the timeline and the estimate are built.

MARSHALL & SULLIVAN INC /WA/ held 3,807 NEE shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

period ended2025-09-30
13F 3,807 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $287,391.
13F-HR 0001420506-25-002850 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,807 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $264,282.
13F-HR 0001420506-25-001492 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,807 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $269,879.
13F-HR 0001420506-25-000751 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,807 shares
Change vs previous 13F -125 shares
0.13% of the 13F portfolio, value $272,924.
13F-HR 0001420506-25-000019 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,932 shares
Change vs previous 13F 0 shares
0.16% of the 13F portfolio, value $332,372.
13F-HR 0001420506-24-002085 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 3,932 shares
Change vs previous 13F 0 shares
0.14% of the 13F portfolio, value $278,425.
13F-HR 0001420506-24-001102 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 3,932 shares
Change vs previous 13F 0 shares
0.12% of the 13F portfolio, value $251,295.
13F-HR 0001420506-24-000573 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 3,932 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $238,830.
13F-HR 0001420506-24-000019 filed by MARSHALL & SULLIVAN INC /WA/
Filed 2024-01-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).