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MARSHALL FINANCIAL GROUP INC /ADV: ESGV position timeline

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

MARSHALL FINANCIAL GROUP INC /ADV held 22,241 ESGV 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 22,241 shares
    Change vs previous 13F +315 shares

    0.72% of the 13F portfolio, value $2,634,235.

    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 21,926 shares
    Change vs previous 13F +780 shares

    0.72% of the 13F portfolio, value $2,403,981.

    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 21,146 shares
    Change vs previous 13F +1,372 shares

    0.65% of the 13F portfolio, value $2,071,274.

    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 19,774 shares
    Change vs previous 13F +1,083 shares

    0.63% of the 13F portfolio, value $2,074,100.

    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 18,691 shares
    Change vs previous 13F +1,132 shares

    0.57% of the 13F portfolio, value $1,899,970.

    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 17,559 shares
    Change vs previous 13F +44 shares

    0.55% of the 13F portfolio, value $1,696,536.

    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 17,515 shares
    Change vs previous 13F -296 shares

    0.54% of the 13F portfolio, value $1,632,234.

    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 17,811 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,514,982.

    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).