Marshall & Sterling Wealth Advisors Inc.
Position in SNOW — Snowflake Inc.
CIK 2056315
POUGHKEEPSIE, NY
Position in SNOW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,817
+$1,555 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,384
of 1,453 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Marshall & Sterling Wealth Advisors Inc. holds $264,159 across 5 Software - Application names. SNOW ranks #4 (1.4% of the industry book) .
All Filings in SNOW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,817 | 15 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,262 | 15 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,825 | 22 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,961 | 22 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $6,265 | 28 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,530 | 31 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,095 | 33 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||