MARSHALL FINANCIAL GROUP INC /ADV: MRK position timeline

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

MARSHALL FINANCIAL GROUP INC /ADV held 0 MRK shares at 2024-09-30 per its 13F-HR filed 2024-11-04.

the latest 13F is the newest step

period ended2024-09-30
13F 0 shares
Change vs previous 13F -1,965 shares
13F-HR 0001221073-24-000096 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-06-30
13F 1,965 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $243,304.
13F-HR 0001221073-24-000061 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 1,965 shares
Change vs previous 13F 0 shares
0.09% of the 13F portfolio, value $259,286.
13F-HR 0001221073-24-000038 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 1,965 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $214,197.
13F-HR 0001221073-24-000013 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).