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Disclosery

Marshall Financial Group, LLC: BUFT position timeline

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

Marshall Financial Group, LLC held 57,618 BUFT 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 57,618 shares
    Change vs previous 13F -560 shares

    0.22% of the 13F portfolio, value $1,491,442.

    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 58,178 shares
    Change vs previous 13F -765 shares

    0.23% of the 13F portfolio, value $1,443,396.

    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 58,943 shares
    Change vs previous 13F -1,778 shares

    0.28% of the 13F portfolio, value $1,450,293.

    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 60,721 shares
    Change vs previous 13F -1,264 shares

    0.29% of the 13F portfolio, value $1,466,716.

    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 61,985 shares
    Change vs previous 13F -6,437 shares

    0.29% of the 13F portfolio, value $1,460,986.

    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 68,422 shares
    Change vs previous 13F -8,289 shares

    0.34% of the 13F portfolio, value $1,535,862.

    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 76,711 shares
    Change vs previous 13F -4,289 shares

    0.42% of the 13F portfolio, value $1,721,019.

    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 81,000 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,790,594.

    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).