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Disclosery

Marshall Financial Group, LLC: A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marshall Financial Group, LLC on A, newest first. How the timeline and the estimate are built.

Marshall Financial Group, LLC held 1,897 A shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,897 shares
    Change vs previous 13F -780 shares

    0.04% of the 13F portfolio, value $252,002.

    13F-HR 0002085853-26-000762 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,677 shares
    Change vs previous 13F -252 shares

    0.05% of the 13F portfolio, value $305,145.

    13F-HR 0002085853-26-000353 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,929 shares
    Change vs previous 13F -7,410 shares

    0.08% of the 13F portfolio, value $398,573.

    13F-HR 0002085853-26-000028 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,339 shares
    Change vs previous 13F +402 shares

    0.26% of the 13F portfolio, value $1,327,038.

    13F-HR 0002085853-25-000035 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,937 shares
    Change vs previous 13F +938 shares

    0.23% of the 13F portfolio, value $1,185,002.

    13F-HR 0001667731-25-000769 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,999 shares
    Change vs previous 13F +428 shares

    0.23% of the 13F portfolio, value $1,052,713.

    13F-HR 0001667731-25-000432 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,571 shares
    Change vs previous 13F +328 shares

    0.28% of the 13F portfolio, value $1,151,436.

    13F-HR 0001667731-25-000068 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,243 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,223,925.

    13F-HR 0001841496-24-000013 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).