MARSHALL FINANCIAL GROUP INC /ADV: VTV position timeline

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

MARSHALL FINANCIAL GROUP INC /ADV held 102,828 VTV shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

period ended2025-09-30
13F 102,828 shares
Change vs previous 13F +643 shares
5.27% of the 13F portfolio, value $19,176,326.
13F-HR 0000701189-25-000003 filed by MARSHALL FINANCIAL GROUP INC /ADV
Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 102,185 shares
Change vs previous 13F -4,076 shares
5.41% of the 13F portfolio, value $18,060,094.
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).
period ended2025-03-31
13F 106,261 shares
Change vs previous 13F +845 shares
5.77% of the 13F portfolio, value $18,355,587.
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 105,416 shares
Change vs previous 13F -2,485 shares
5.45% of the 13F portfolio, value $17,846,918.
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 107,901 shares
Change vs previous 13F +295 shares
5.69% of the 13F portfolio, value $18,836,236.
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 107,606 shares
Change vs previous 13F -154 shares
5.6% of the 13F portfolio, value $17,261,012.
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 107,760 shares
Change vs previous 13F +1,341 shares
5.79% of the 13F portfolio, value $17,549,838.
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 106,419 shares
Change vs previous 13F not available
5.68% of the 13F portfolio, value $15,909,659.
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).