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Disclosery

Souders Financial Advisors: MRSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on MRSH, newest first. How the timeline and the estimate are built.

Souders Financial Advisors held 5,561 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,561 shares
    Change vs previous 13F -202 shares

    0.09% of the 13F portfolio, value $926,827.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 5,763 shares
    Change vs previous 13F -790 shares

    0.11% of the 13F portfolio, value $999,513.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 6,553 shares
    Change vs previous 13F -507 shares

    0.14% of the 13F portfolio, value $1,215,717.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 7,060 shares
    Change vs previous 13F -458 shares

    0.17% of the 13F portfolio, value $1,422,780.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 7,518 shares
    Change vs previous 13F -1,265 shares

    0.21% of the 13F portfolio, value $1,643,752.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 8,783 shares
    Change vs previous 13F -4,868 shares

    0.3% of the 13F portfolio, value $2,143,415.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 13,651 shares
    Change vs previous 13F -4,878 shares

    0.4% of the 13F portfolio, value $2,899,691.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 18,529 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,133,545.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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