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MARSHALL FINANCIAL GROUP INC /ADV: BNDX position timeline

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

MARSHALL FINANCIAL GROUP INC /ADV held 38,713 BNDX 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 38,713 shares
    Change vs previous 13F +1,987 shares

    0.53% of the 13F portfolio, value $1,914,762.

    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 36,726 shares
    Change vs previous 13F +281 shares

    0.54% of the 13F portfolio, value $1,818,307.

    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 36,445 shares
    Change vs previous 13F +373 shares

    0.56% of the 13F portfolio, value $1,779,263.

    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 36,072 shares
    Change vs previous 13F +791 shares

    0.54% of the 13F portfolio, value $1,769,316.

    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 35,281 shares
    Change vs previous 13F +369 shares

    0.54% of the 13F portfolio, value $1,773,939.

    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 34,912 shares
    Change vs previous 13F +429 shares

    0.55% of the 13F portfolio, value $1,699,150.

    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 34,483 shares
    Change vs previous 13F -8,631 shares

    0.56% of the 13F portfolio, value $1,696,222.

    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 43,114 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,128,337.

    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).