Skip to content
Disclosery

Marshall Financial Group, LLC: EDV position timeline

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

Marshall Financial Group, LLC held 6,093 EDV 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 6,093 shares
    Change vs previous 13F -1,271 shares

    0.06% of the 13F portfolio, value $396,558.

    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 7,364 shares
    Change vs previous 13F -86,597 shares

    0.08% of the 13F portfolio, value $478,291.

    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 93,961 shares
    Change vs previous 13F +748 shares

    1.19% of the 13F portfolio, value $6,108,392.

    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 93,213 shares
    Change vs previous 13F -53 shares

    1.24% of the 13F portfolio, value $6,380,415.

    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 93,266 shares
    Change vs previous 13F -2,329 shares

    1.18% of the 13F portfolio, value $6,020,307.

    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 95,595 shares
    Change vs previous 13F -25,241 shares

    1.48% of the 13F portfolio, value $6,797,781.

    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 120,836 shares
    Change vs previous 13F +12,664 shares

    1.98% of the 13F portfolio, value $8,183,014.

    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 108,172 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $8,619,179.

    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).