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Disclosery

Marshall Financial Group, LLC: HTRB position timeline

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

Marshall Financial Group, LLC held 73,571 HTRB 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 73,571 shares
    Change vs previous 13F -1,330 shares

    0.36% of the 13F portfolio, value $2,481,904.

    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 74,901 shares
    Change vs previous 13F -9,385 shares

    0.4% of the 13F portfolio, value $2,527,174.

    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 84,286 shares
    Change vs previous 13F -5,300 shares

    0.56% of the 13F portfolio, value $2,878,358.

    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 89,586 shares
    Change vs previous 13F -31,053 shares

    0.6% of the 13F portfolio, value $3,071,900.

    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 120,639 shares
    Change vs previous 13F -510,525 shares

    0.8% of the 13F portfolio, value $4,057,077.

    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 631,164 shares
    Change vs previous 13F -8,424 shares

    4.67% of the 13F portfolio, value $21,371,229.

    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 639,588 shares
    Change vs previous 13F +38,491 shares

    5.16% of the 13F portfolio, value $21,317,452.

    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 601,097 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $21,014,345.

    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).