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Steward Partners Investment Advisory, LLC: MRSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steward Partners Investment Advisory, LLC on MRSH, newest first. How the timeline and the estimate are built.

Steward Partners Investment Advisory, LLC held 21,278 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,278 shares
    Change vs previous 13F -9,783 shares

    0.02% of the 13F portfolio, value $3,546,372.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 31,061 shares
    Change vs previous 13F +3,828 shares

    0.03% of the 13F portfolio, value $5,387,358.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 27,233 shares
    Change vs previous 13F -17,766 shares

    0.03% of the 13F portfolio, value $5,052,233.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 44,999 shares
    Change vs previous 13F +2,854 shares

    0.05% of the 13F portfolio, value $9,068,543.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 42,145 shares
    Change vs previous 13F +2,961 shares

    0.07% of the 13F portfolio, value $9,214,591.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 39,184 shares
    Change vs previous 13F +749 shares

    0.08% of the 13F portfolio, value $9,562,014.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 38,435 shares
    Change vs previous 13F +1,200 shares

    0.07% of the 13F portfolio, value $8,163,947.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 37,235 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,306,691.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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