Marshall & Sterling Wealth Advisors Inc.
Holdings in JRS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,740 | 1,141 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $9,333 | 1,141 | Shares | Other | 2025-11-10 |
| 2025-06-30 | $19,697 | 2,532 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $496,839 | 60,301 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $614,542 | 71,210 | Shares | Sole | 2025-02-14 |