Marshall Financial Group, LLC: DIVO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marshall Financial Group, LLC on DIVO, newest first. How the timeline and the estimate are built.
Marshall Financial Group, LLC held 408,662 DIVO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 408,662 sharesChange vs previous 13F +21,898 shares
2.72% of the 13F portfolio, value $18,675,831.
13F-HR 0002085853-26-000762 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 386,764 sharesChange vs previous 13F +5,284 shares
2.78% of the 13F portfolio, value $17,346,355.
13F-HR 0002085853-26-000353 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 381,480 sharesChange vs previous 13F +18,688 shares
3.29% of the 13F portfolio, value $16,975,878.
13F-HR 0002085853-26-000028 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 362,792 sharesChange vs previous 13F not available
3.15% of the 13F portfolio, value $16,169,631.
13F-HR 0002085853-25-000035 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).