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Martel Wealth Advisors LLC: RSP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Martel Wealth Advisors LLC on RSP, newest first. How the timeline and the estimate are built.

Martel Wealth Advisors LLC held 18,352 RSP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,352 shares
    Change vs previous 13F -216 shares

    0.61% of the 13F portfolio, value $3,904,755.

    13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors LLC
    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 18,568 shares
    Change vs previous 13F +453 shares

    0.61% of the 13F portfolio, value $3,563,571.

    13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors LLC
    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 18,115 shares
    Change vs previous 13F +84 shares

    0.59% of the 13F portfolio, value $3,470,109.

    13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors LLC
    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 18,031 shares
    Change vs previous 13F +397 shares

    0.6% of the 13F portfolio, value $3,420,481.

    13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors LLC
    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 17,634 shares
    Change vs previous 13F -603 shares

    0.59% of the 13F portfolio, value $3,204,803.

    13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors LLC
    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 18,237 shares
    Change vs previous 13F +512 shares

    0.63% of the 13F portfolio, value $3,159,196.

    13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors LLC
    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 17,725 shares
    Change vs previous 13F -497 shares

    0.61% of the 13F portfolio, value $3,105,952.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 18,222 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,253,903.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).