Marshall Financial Group, LLC: CEF position timeline

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

Marshall Financial Group, LLC held 544,511 CEF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

period ended2026-06-30
13F 544,511 shares
Change vs previous 13F +183 shares
3.19% of the 13F portfolio, value $21,905,664.
13F-HR 0002085853-26-000762 filed by Marshall Financial Group, LLC
Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 544,328 shares
Change vs previous 13F not available
4.16% of the 13F portfolio, value $25,975,316.
13F-HR 0002085853-26-000353 filed by Marshall Financial Group, LLC
Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).