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Disclosery

Marshall Financial Group, LLC: CBSH position timeline

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

Marshall Financial Group, LLC held 4,413 CBSH 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 4,413 shares
    Change vs previous 13F -15,251 shares

    0.04% of the 13F portfolio, value $254,846.

    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 19,664 shares
    Change vs previous 13F +290 shares

    0.15% of the 13F portfolio, value $967,485.

    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 19,374 shares
    Change vs previous 13F -277 shares

    0.2% of the 13F portfolio, value $1,014,017.

    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 19,651 shares
    Change vs previous 13F +727 shares

    0.23% of the 13F portfolio, value $1,174,325.

    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 18,924 shares
    Change vs previous 13F -1,096 shares

    0.24% of the 13F portfolio, value $1,228,727.

    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 20,020 shares
    Change vs previous 13F +798 shares

    0.27% of the 13F portfolio, value $1,245,820.

    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 19,222 shares
    Change vs previous 13F +965 shares

    0.29% of the 13F portfolio, value $1,197,751.

    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 18,257 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,084,492.

    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).