Marshall & Sterling Wealth Advisors Inc.
CIK
0002056315
City
POUGHKEEPSIE
State / Country
NY
Holdings in RQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $481,056 | 42,124 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $36,473 | 2,925 | Shares | Other | 2025-11-10 |
| 2025-06-30 | $558,068 | 44,828 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $164,407 | 13,091 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $594,411 | 48,563 | Shares | Sole | 2025-02-14 |