Marshall Financial Group, LLC: IDCC position timeline

Marshall Financial Group, LLC held 3,238 IDCC 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 3,238 shares

   Change vs previous 13F +99 shares

   0.13% of the 13F portfolio, value $916,839.

   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 3,139 shares

   Change vs previous 13F +61 shares

   0.15% of the 13F portfolio, value $947,907.

   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 3,078 shares

   Change vs previous 13F -1,346 shares

   0.19% of the 13F portfolio, value $980,062.

   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 4,424 shares

   Change vs previous 13F +163 shares

   0.3% of the 13F portfolio, value $1,527,234.

   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 4,261 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $963,199.

   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).