Sound View Wealth Advisors Group, LLC: MRSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound View Wealth Advisors Group, LLC on MRSH, newest first. How the timeline and the estimate are built.
Sound View Wealth Advisors Group, LLC held 0 MRSH shares at 2026-03-31 per its 13F-HR filed 2026-05-06.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -1,139 shares
13F-HR 0001784777-26-000002 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 1,139 sharesChange vs previous 13F +1,139 shares
0.01% of the 13F portfolio, value $211,321.
13F-HR 0001784777-26-000001 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -981 shares
13F-HR 0001765380-25-000306 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 981 sharesChange vs previous 13F +32 shares
0.02% of the 13F portfolio, value $239,393.
13F-HR 0001765380-25-000197 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 949 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $201,577.
13F-HR 0001765380-25-000062 filed by Sound View Wealth Advisors Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).