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Disclosery

Marshall Financial Group, LLC: BRK-B position timeline

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

Marshall Financial Group, LLC held 2,937 BRK-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 2,937 shares
    Change vs previous 13F -76 shares

    0.21% of the 13F portfolio, value $1,469,645.

    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 3,013 shares
    Change vs previous 13F -151 shares

    0.23% of the 13F portfolio, value $1,443,830.

    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 3,164 shares
    Change vs previous 13F -98 shares

    0.31% of the 13F portfolio, value $1,590,385.

    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 3,262 shares
    Change vs previous 13F -302 shares

    0.32% of the 13F portfolio, value $1,639,938.

    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 3,564 shares
    Change vs previous 13F +41 shares

    0.33% of the 13F portfolio, value $1,703,699.

    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 3,523 shares
    Change vs previous 13F +29 shares

    0.41% of the 13F portfolio, value $1,876,279.

    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 3,494 shares
    Change vs previous 13F +733 shares

    0.38% of the 13F portfolio, value $1,583,760.

    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 2,761 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,270,778.

    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).