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Disclosery

Marshall Financial Group, LLC: AAPL position timeline

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

Marshall Financial Group, LLC held 46,770 AAPL 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 46,770 shares
    Change vs previous 13F -216 shares

    1.97% of the 13F portfolio, value $13,533,262.

    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 46,986 shares
    Change vs previous 13F -2,441 shares

    1.91% of the 13F portfolio, value $11,924,550.

    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 49,427 shares
    Change vs previous 13F -9,307 shares

    2.61% of the 13F portfolio, value $13,437,203.

    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 58,734 shares
    Change vs previous 13F -145 shares

    2.91% of the 13F portfolio, value $14,955,464.

    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 58,879 shares
    Change vs previous 13F +300 shares

    2.42% of the 13F portfolio, value $12,361,551.

    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 58,579 shares
    Change vs previous 13F -842 shares

    2.84% of the 13F portfolio, value $13,012,148.

    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 59,421 shares
    Change vs previous 13F +3,126 shares

    3.6% of the 13F portfolio, value $14,880,313.

    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 56,295 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $13,116,819.

    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).