MARSHALL FINANCIAL GROUP INC /ADV: USRT position timeline

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

MARSHALL FINANCIAL GROUP INC /ADV held 0 USRT shares at 2025-06-30 per its 13F-HR filed 2025-08-05.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -5,317 shares
13F-HR 0001221073-25-000070 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 5,317 shares
Change vs previous 13F -102,119 shares
0.1% of the 13F portfolio, value $306,239.
13F-HR 0001221073-25-000048 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 107,436 shares
Change vs previous 13F -4,415 shares
1.88% of the 13F portfolio, value $6,157,160.
13F-HR 0001221073-25-000011 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 111,851 shares
Change vs previous 13F +903 shares
2.08% of the 13F portfolio, value $6,886,671.
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).
period ended2024-06-30
13F 110,948 shares
Change vs previous 13F +7,657 shares
1.93% of the 13F portfolio, value $5,942,391.
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 103,291 shares
Change vs previous 13F +3,321 shares
1.83% of the 13F portfolio, value $5,557,064.
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 99,970 shares
Change vs previous 13F not available
1.94% of the 13F portfolio, value $5,427,361.
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).