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Disclosery

Marshall Financial Group, LLC: ED position timeline

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

Marshall Financial Group, LLC held 30,873 ED 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 30,873 shares
    Change vs previous 13F +1,223 shares

    0.5% of the 13F portfolio, value $3,415,461.

    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 29,650 shares
    Change vs previous 13F +575 shares

    0.54% of the 13F portfolio, value $3,355,754.

    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 29,075 shares
    Change vs previous 13F +588 shares

    0.56% of the 13F portfolio, value $2,887,731.

    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 28,487 shares
    Change vs previous 13F +1,306 shares

    0.56% of the 13F portfolio, value $2,863,468.

    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 27,181 shares
    Change vs previous 13F -964 shares

    0.53% of the 13F portfolio, value $2,710,247.

    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 28,145 shares
    Change vs previous 13F +1,150 shares

    0.68% of the 13F portfolio, value $3,112,520.

    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 26,995 shares
    Change vs previous 13F +230 shares

    0.58% of the 13F portfolio, value $2,408,798.

    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 26,765 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,787,032.

    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).