Skip to content
Disclosery

Shira Ridge Wealth Management: MRSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shira Ridge Wealth Management on MRSH, newest first. How the timeline and the estimate are built.

Shira Ridge Wealth Management held 2,673 MRSH shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,673 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $456,361.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,673 shares
    Change vs previous 13F -968 shares

    0.16% of the 13F portfolio, value $445,509.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,641 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $631,531.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,641 shares
    Change vs previous 13F -28 shares

    0.27% of the 13F portfolio, value $675,478.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,669 shares
    Change vs previous 13F +3 shares

    0.31% of the 13F portfolio, value $739,414.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,666 shares
    Change vs previous 13F -52 shares

    0.37% of the 13F portfolio, value $801,534.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,718 shares
    Change vs previous 13F -3 shares

    0.45% of the 13F portfolio, value $907,304.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,721 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $790,378.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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