Skip to content
Disclosery

MARSHALL FINANCIAL GROUP INC /ADV: VGT position timeline

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

MARSHALL FINANCIAL GROUP INC /ADV held 1,000 VGT 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 1,000 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $746,533.

    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 999 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $662,429.

    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 998 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $541,115.

    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 996 shares
    Change vs previous 13F +14 shares

    0.19% of the 13F portfolio, value $619,552.

    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 982 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $575,724.

    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 980 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $565,235.

    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 980 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $514,014.

    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 978 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $473,335.

    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).