Marshall & Sterling Wealth Advisors Inc.
CIK
0002056315
City
POUGHKEEPSIE
State / Country
NY
Holdings in RFI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $466,398 | 42,208 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $35,741 | 2,954 | Shares | Other | 2025-11-10 |
| 2025-06-30 | $556,503 | 46,148 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $593,620 | 49,104 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $550,987 | 47,581 | Shares | Sole | 2025-02-14 |