Filer · Institutional
Marshall & Sterling Wealth AdvisorsInc.
CIK 0002056315TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 7
Q2 202613F-HR
0002056315-26-000003 · filed 2026-07-21
339
positions
Q1 202613F-HR
0002056315-26-000002 · filed 2026-05-07
344
positions
Q4 202513F-HR
0002056315-26-000001 · filed 2026-02-10
338
positions
Q3 202513F-HR
0002056315-25-000011 · filed 2025-11-10
644
positions
Q2 202513F-HR
0002056519-25-000006 · filed 2025-08-12
630
positions
Q1 202513F-HR
0002056315-25-000009 · filed 2025-05-15
640
positions
Q4 202413F-HR
0002056315-25-000001 · filed 2025-02-14
361
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.