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Disclosery

Marshall Financial Group, LLC: BF-B position timeline

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

Marshall Financial Group, LLC held 43,846 BF-B 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 43,846 shares
    Change vs previous 13F +7,592 shares

    0.17% of the 13F portfolio, value $1,168,496.

    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 36,254 shares
    Change vs previous 13F +3,785 shares

    0.15% of the 13F portfolio, value $958,543.

    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 32,469 shares
    Change vs previous 13F +4,983 shares

    0.16% of the 13F portfolio, value $846,144.

    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 27,486 shares
    Change vs previous 13F +1,886 shares

    0.15% of the 13F portfolio, value $744,332.

    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 25,600 shares
    Change vs previous 13F +3,277 shares

    0.14% of the 13F portfolio, value $711,180.

    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 22,323 shares
    Change vs previous 13F +6,735 shares

    0.17% of the 13F portfolio, value $757,652.

    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 15,588 shares
    Change vs previous 13F +1,735 shares

    0.14% of the 13F portfolio, value $592,026.

    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 13,853 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $681,556.

    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).