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Disclosery

Marshall Financial Group, LLC: AVGO position timeline

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

Marshall Financial Group, LLC held 15,444 AVGO 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 15,444 shares
    Change vs previous 13F -501 shares

    0.85% of the 13F portfolio, value $5,834,057.

    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 15,945 shares
    Change vs previous 13F +214 shares

    0.79% of the 13F portfolio, value $4,935,169.

    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 15,731 shares
    Change vs previous 13F -4,782 shares

    1.06% of the 13F portfolio, value $5,444,619.

    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 20,513 shares
    Change vs previous 13F +98 shares

    1.32% of the 13F portfolio, value $6,767,437.

    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 20,415 shares
    Change vs previous 13F -1,611 shares

    1.1% of the 13F portfolio, value $5,597,457.

    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 22,026 shares
    Change vs previous 13F -475 shares

    0.81% of the 13F portfolio, value $3,687,888.

    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 22,501 shares
    Change vs previous 13F -1,291 shares

    1.26% of the 13F portfolio, value $5,216,627.

    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 23,792 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,104,205.

    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).