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Disclosery

Marshall Financial Group, LLC: FLTR position timeline

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

Marshall Financial Group, LLC held 13,827 FLTR 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 13,827 shares
    Change vs previous 13F -1,380 shares

    0.05% of the 13F portfolio, value $354,097.

    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 15,207 shares
    Change vs previous 13F -7,295 shares

    0.06% of the 13F portfolio, value $387,465.

    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 22,502 shares
    Change vs previous 13F -1,870 shares

    0.11% of the 13F portfolio, value $573,356.

    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 24,372 shares
    Change vs previous 13F -1,737 shares

    0.12% of the 13F portfolio, value $623,202.

    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 26,109 shares
    Change vs previous 13F -2,447 shares

    0.13% of the 13F portfolio, value $664,220.

    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 28,556 shares
    Change vs previous 13F -1,973 shares

    0.16% of the 13F portfolio, value $729,606.

    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 30,529 shares
    Change vs previous 13F +147 shares

    0.19% of the 13F portfolio, value $776,970.

    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 30,382 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $773,834.

    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).