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Disclosery

Marshall Financial Group, LLC: CFR position timeline

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

Marshall Financial Group, LLC held 9,792 CFR 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 9,792 shares
    Change vs previous 13F +663 shares

    0.22% of the 13F portfolio, value $1,513,060.

    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 9,129 shares
    Change vs previous 13F +114 shares

    0.2% of the 13F portfolio, value $1,251,413.

    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 9,015 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,141,512.

    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).