Marshall & Sterling Wealth Advisors Inc.
Position in MORT — VanEck Mortgage REIT Income ETF
CIK 2056315
POUGHKEEPSIE, NY
All Filings in MORT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MORT | $331,869 | 32,346 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 MORT | $380,104 | 36,166 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 MORT | $380,647 | 35,347 | Shares | Other | 2025-11-10 | |
| 2025-06-30 MORT | $369,718 | 35,015 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 MORT | $152,722 | 13,674 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||