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Disclosery

Wela Strategies, Inc.: MRSH position timeline

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

Wela Strategies, Inc. held 2,915 MRSH shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,915 shares
    Change vs previous 13F +435 shares

    0.22% of the 13F portfolio, value $587,487.

    13F-HR 0001062993-25-016282 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,480 shares
    Change vs previous 13F +155 shares

    0.21% of the 13F portfolio, value $542,241.

    13F-HR 0001062993-25-012849 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,325 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $567,370.

    13F-HR 0001062993-25-007421 filed by Wela Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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