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MARSHALL FINANCIAL GROUP INC /ADV: IWB position timeline

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

MARSHALL FINANCIAL GROUP INC /ADV held 5,755 IWB 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 5,755 shares
    Change vs previous 13F -27 shares

    0.58% of the 13F portfolio, value $2,103,165.

    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 5,782 shares
    Change vs previous 13F +11 shares

    0.59% of the 13F portfolio, value $1,963,429.

    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 5,771 shares
    Change vs previous 13F +11 shares

    0.56% of the 13F portfolio, value $1,770,221.

    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 5,760 shares
    Change vs previous 13F -37 shares

    0.57% of the 13F portfolio, value $1,855,503.

    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 5,797 shares
    Change vs previous 13F +10 shares

    0.55% of the 13F portfolio, value $1,822,377.

    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 5,787 shares
    Change vs previous 13F +8 shares

    0.56% of the 13F portfolio, value $1,721,746.

    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 5,779 shares
    Change vs previous 13F -629 shares

    0.55% of the 13F portfolio, value $1,664,641.

    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 6,408 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,680,472.

    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).