Marshall Financial Group, LLC: ALLE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marshall Financial Group, LLC on ALLE, newest first. How the timeline and the estimate are built.
Marshall Financial Group, LLC held 8,282 ALLE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 8,282 sharesChange vs previous 13F -1,886 shares
0.17% of the 13F portfolio, value $1,163,481.
13F-HR 0002085853-26-000762 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,168 sharesChange vs previous 13F +756 shares
0.24% of the 13F portfolio, value $1,477,349.
13F-HR 0002085853-26-000353 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,412 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $1,498,579.
13F-HR 0002085853-26-000028 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).