Wealthstream Advisors, Inc.
- SEC CIK
- 0001833780
- Latest filing
- Nov 6, 2025
MRSH holding history
Marsh & McLennan Companies, Inc. in every 13F filed by Wealthstream Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MRSH overviewAll 13F holders of MRSHFull Q3 2025 holdings
- Shares (Q2 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −943−100.0% | Sold out | Holders |
| Q1 2025 | 943 | $230.2K | <0.1% | +943 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −953−100.0% | Sold out | Holders |
| Q3 2024 | 953 | $212.7K | <0.1% | +953 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −979−100.0% | Sold out | Holders |
| Q1 2024 | 979 | $201.7K | 0.1% | −446−31.3% | Reduced | Holders |
| Q4 2023 | 1,425 | $270.0K | 0.1% | +1,425 | New | Holders |