Marshall & Sterling Wealth Advisors Inc.
CIK
0002056315
City
POUGHKEEPSIE
State / Country
NY
Holdings in NNY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $528,408 | 61,730 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $4,452 | 539 | Shares | Other | 2025-11-10 |
| 2025-06-30 | $454,194 | 56,006 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $627,984 | 76,029 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $591,221 | 73,535 | Shares | Sole | 2025-02-14 |