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WestHill Financial Advisors, Inc.: MRSH position timeline

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

WestHill Financial Advisors, Inc. held 6,709 MRSH shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,709 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,145,428.

    13F-HR 0002085853-26-001192 filed by WestHill Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,709 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,118,189.

    13F-HR 0002085853-26-000786 filed by WestHill Financial Advisors, Inc.
    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 6,709 shares
    Change vs previous 13F -22 shares

    0.22% of the 13F portfolio, value $1,163,676.

    13F-HR 0002085853-26-000325 filed by WestHill Financial Advisors, Inc.
    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 6,731 shares
    Change vs previous 13F +4,599 shares

    0.24% of the 13F portfolio, value $1,248,735.

    13F-HR 0002085853-26-000059 filed by WestHill Financial Advisors, Inc.
    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 2,132 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $429,662.

    13F-HR 0002085853-25-000071 filed by WestHill Financial Advisors, Inc.
    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 2,132 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $466,140.

    13F-HR 0001667731-25-000752 filed by WestHill Financial Advisors, Inc.
    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 2,132 shares
    Change vs previous 13F -10 shares

    0.12% of the 13F portfolio, value $520,272.

    13F-HR 0001667731-25-000467 filed by WestHill Financial Advisors, Inc.
    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 2,142 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $454,982.

    13F-HR 0001667731-25-000194 filed by WestHill Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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