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MARSHALL FINANCIAL GROUP INC /ADV: VSGX position timeline

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

MARSHALL FINANCIAL GROUP INC /ADV held 28,573 VSGX 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 28,573 shares
    Change vs previous 13F +54 shares

    0.55% of the 13F portfolio, value $1,982,125.

    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 28,519 shares
    Change vs previous 13F +383 shares

    0.56% of the 13F portfolio, value $1,867,994.

    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 28,136 shares
    Change vs previous 13F +37 shares

    0.52% of the 13F portfolio, value $1,659,455.

    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 28,099 shares
    Change vs previous 13F +811 shares

    0.49% of the 13F portfolio, value $1,593,204.

    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 27,288 shares
    Change vs previous 13F +728 shares

    0.51% of the 13F portfolio, value $1,678,492.

    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 26,560 shares
    Change vs previous 13F +253 shares

    0.49% of the 13F portfolio, value $1,521,064.

    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 26,307 shares
    Change vs previous 13F +1,208 shares

    0.5% of the 13F portfolio, value $1,511,875.

    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 25,099 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,387,451.

    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).