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Disclosery

Marshall Financial Group, LLC: DLR position timeline

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

Marshall Financial Group, LLC held 19,280 DLR 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 19,280 shares
    Change vs previous 13F +510 shares

    0.5% of the 13F portfolio, value $3,462,284.

    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 18,770 shares
    Change vs previous 13F +497 shares

    0.54% of the 13F portfolio, value $3,382,461.

    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 18,273 shares
    Change vs previous 13F -902 shares

    0.55% of the 13F portfolio, value $2,827,067.

    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 19,175 shares
    Change vs previous 13F +648 shares

    0.65% of the 13F portfolio, value $3,315,060.

    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 18,527 shares
    Change vs previous 13F +1,136 shares

    0.62% of the 13F portfolio, value $3,180,020.

    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 17,391 shares
    Change vs previous 13F -633 shares

    0.54% of the 13F portfolio, value $2,491,893.

    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 18,024 shares
    Change vs previous 13F -718 shares

    0.77% of the 13F portfolio, value $3,196,128.

    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 18,742 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,033,056.

    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).