Marshall & Sterling Wealth Advisors Inc.
Position in BHF — Brighthouse Financial, Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in BHF
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$633
+$35 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#399
of 468 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Marshall & Sterling Wealth Advisors Inc. holds $108,551 across 4 Insurance - Life names. BHF ranks #4 (0.6% of the industry book) .
All Filings in BHF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633 | 10 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $598 | 10 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $647 | 10 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $530 | 10 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $537 | 10 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $579 | 10 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $480 | 10 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||