Marshall Financial Group, LLC: EFIV position timeline

Marshall Financial Group, LLC held 5,963 EFIV 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 5,963 shares

   Change vs previous 13F -84 shares

   0.06% of the 13F portfolio, value $434,901.

   13F-HR 0002085853-26-000762 filed by Marshall Financial Group, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,047 shares

   Change vs previous 13F +685 shares

   0.06% of the 13F portfolio, value $381,447.

   13F-HR 0002085853-26-000353 filed by Marshall Financial Group, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,362 shares

   Change vs previous 13F -412 shares

   0.07% of the 13F portfolio, value $354,696.

   13F-HR 0002085853-26-000028 filed by Marshall Financial Group, LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,774 shares

   Change vs previous 13F -33 shares

   0.07% of the 13F portfolio, value $367,169.

   13F-HR 0002085853-25-000035 filed by Marshall Financial Group, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 5,807 shares

   Change vs previous 13F -263 shares

   0.07% of the 13F portfolio, value $341,452.

   13F-HR 0001667731-25-000769 filed by Marshall Financial Group, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 6,070 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $324,745.

   13F-HR 0001667731-25-000432 filed by Marshall Financial Group, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 6,070 shares

   Change vs previous 13F -349 shares

   0.08% of the 13F portfolio, value $342,834.

   13F-HR 0001667731-25-000068 filed by Marshall Financial Group, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 6,419 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $357,923.

   13F-HR 0001841496-24-000013 filed by Marshall Financial Group, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).