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Disclosery

Marshall Financial Group, LLC: FMHI position timeline

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

Marshall Financial Group, LLC held 11,351 FMHI 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 11,351 shares
    Change vs previous 13F -589 shares

    0.08% of the 13F portfolio, value $550,405.

    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 11,940 shares
    Change vs previous 13F -422 shares

    0.09% of the 13F portfolio, value $567,623.

    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 12,362 shares
    Change vs previous 13F -1,117 shares

    0.11% of the 13F portfolio, value $592,561.

    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 13,479 shares
    Change vs previous 13F +422 shares

    0.12% of the 13F portfolio, value $640,397.

    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 13,057 shares
    Change vs previous 13F +268 shares

    0.12% of the 13F portfolio, value $609,510.

    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 12,789 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $611,389.

    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).