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MARSHALL FINANCIAL GROUP INC /ADV: VB position timeline

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

MARSHALL FINANCIAL GROUP INC /ADV held 81,738 VB 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 81,738 shares
    Change vs previous 13F +748 shares

    5.72% of the 13F portfolio, value $20,784,418.

    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 80,990 shares
    Change vs previous 13F -705 shares

    5.75% of the 13F portfolio, value $19,193,117.

    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 81,695 shares
    Change vs previous 13F -845 shares

    5.7% of the 13F portfolio, value $18,115,823.

    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 82,540 shares
    Change vs previous 13F -1,097 shares

    6.06% of the 13F portfolio, value $19,832,685.

    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 83,637 shares
    Change vs previous 13F +1,167 shares

    5.99% of the 13F portfolio, value $19,839,424.

    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 82,470 shares
    Change vs previous 13F +492 shares

    5.84% of the 13F portfolio, value $17,981,845.

    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 81,978 shares
    Change vs previous 13F +644 shares

    6.18% of the 13F portfolio, value $18,739,441.

    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 81,334 shares
    Change vs previous 13F not available

    6.2% of the 13F portfolio, value $17,351,034.

    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).