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Kestra Advisory Services, LLC: MRSH position timeline

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

Kestra Advisory Services, LLC held 31,464 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,464 shares
    Change vs previous 13F +8,072 shares

    0.01% of the 13F portfolio, value $5,244,134.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 17,358 shares
    • Kestra Advisory Services, LLC: 14,106 shares

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

  2. period ended2026-03-31
    13F 23,392 shares
    Change vs previous 13F -1,488 shares

    0.01% of the 13F portfolio, value $4,057,351.

    13F-HR 0001649451-26-000005 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,496 shares
    • Kestra Advisory Services, LLC: 7,896 shares

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

  3. period ended2025-12-31
    13F 24,880 shares
    Change vs previous 13F -3,552 shares

    0.01% of the 13F portfolio, value $4,615,710.

    13F-HR 0001649451-26-000002 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 14,689 shares
    • Kestra Advisory Services, LLC: 10,191 shares

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

  4. period ended2025-09-30
    13F 28,432 shares
    Change vs previous 13F +3,631 shares

    0.02% of the 13F portfolio, value $5,729,869.

    13F-HR 0001649451-25-000009 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 16,768 shares
    • Kestra Advisory Services, LLC: 11,664 shares

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

  5. period ended2025-06-30
    13F/A 24,801 shares
    Change vs previous 13F -5,888 shares

    0.02% of the 13F portfolio, value $5,422,497.

    13F-HR 0001649451-25-000006 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 12,912 shares
    • Kestra Advisory Services, LLC: 11,889 shares
    • Kestra Investment Management, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 30,689 shares
    Change vs previous 13F -89 shares

    0.03% of the 13F portfolio, value $7,489,037.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 11,839 shares
    • Kestra Advisory Services, LLC: 18,540 shares
    • Kestra Investment Management, LLC: 310 shares

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

  7. period ended2024-12-31
    13F 30,778 shares
    Change vs previous 13F -2,201 shares

    0.02% of the 13F portfolio, value $6,537,528.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,999 shares
    • Kestra Advisory Services, LLC: 17,697 shares
    • Kestra Investment Management, LLC: 2,082 shares

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

  8. period ended2024-09-30
    13F 32,979 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $7,357,308.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,062 shares
    • Kestra Advisory Services, LLC: 19,668 shares
    • Kestra Investment Management, LLC: 3,249 shares

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