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Disclosery

Marshall Financial Group, LLC: FNDF position timeline

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

Marshall Financial Group, LLC held 28,417 FNDF 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 28,417 shares
    Change vs previous 13F -562 shares

    0.22% of the 13F portfolio, value $1,499,288.

    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 28,979 shares
    Change vs previous 13F -726 shares

    0.23% of the 13F portfolio, value $1,417,922.

    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 29,705 shares
    Change vs previous 13F -2,037 shares

    0.26% of the 13F portfolio, value $1,342,972.

    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 31,742 shares
    Change vs previous 13F +372 shares

    0.27% of the 13F portfolio, value $1,363,620.

    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 31,370 shares
    Change vs previous 13F -6,953 shares

    0.25% of the 13F portfolio, value $1,249,765.

    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 38,323 shares
    Change vs previous 13F -205,892 shares

    0.3% of the 13F portfolio, value $1,384,986.

    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 244,215 shares
    Change vs previous 13F +4,394 shares

    1.96% of the 13F portfolio, value $8,110,389.

    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 239,821 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $8,962,115.

    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).