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MARSHALL FINANCIAL GROUP INC /ADV: VO position timeline

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

MARSHALL FINANCIAL GROUP INC /ADV held 60,898 VO 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 60,898 shares
    Change vs previous 13F +1,020 shares

    4.92% of the 13F portfolio, value $17,888,168.

    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 59,878 shares
    Change vs previous 13F -2,586 shares

    5.02% of the 13F portfolio, value $16,755,763.

    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 62,464 shares
    Change vs previous 13F +1,070 shares

    5.08% of the 13F portfolio, value $16,154,373.

    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 61,394 shares
    Change vs previous 13F +775 shares

    4.95% of the 13F portfolio, value $16,216,121.

    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 60,619 shares
    Change vs previous 13F +2,361 shares

    4.83% of the 13F portfolio, value $15,993,004.

    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 58,258 shares
    Change vs previous 13F -117 shares

    4.58% of the 13F portfolio, value $14,104,186.

    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 58,375 shares
    Change vs previous 13F +680 shares

    4.81% of the 13F portfolio, value $14,585,608.

    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 57,695 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $13,422,146.

    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).