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MARSHALL FINANCIAL GROUP INC /ADV: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL FINANCIAL GROUP INC /ADV on AAPL, newest first. How the timeline and the estimate are built.

MARSHALL FINANCIAL GROUP INC /ADV held 6,774 AAPL shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 6,774 shares
    Change vs previous 13F -173 shares

    0.47% of the 13F portfolio, value $1,724,927.

    13F-HR 0000701189-25-000003 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 6,947 shares
    Change vs previous 13F -101 shares

    0.43% of the 13F portfolio, value $1,425,401.

    13F-HR 0001221073-25-000070 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 7,048 shares
    Change vs previous 13F +1 shares

    0.49% of the 13F portfolio, value $1,565,663.

    13F-HR 0001221073-25-000048 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 7,047 shares
    Change vs previous 13F +2 shares

    0.54% of the 13F portfolio, value $1,764,636.

    13F-HR 0001221073-25-000011 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 7,045 shares
    Change vs previous 13F +2 shares

    0.5% of the 13F portfolio, value $1,641,464.

    13F-HR 0001221073-24-000096 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 7,043 shares
    Change vs previous 13F -186 shares

    0.48% of the 13F portfolio, value $1,483,419.

    13F-HR 0001221073-24-000061 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 7,229 shares
    Change vs previous 13F -82 shares

    0.41% of the 13F portfolio, value $1,239,705.

    13F-HR 0001221073-24-000038 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 7,311 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,407,544.

    13F-HR 0001221073-24-000013 filed by MARSHALL FINANCIAL GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).