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Disclosery

Marshall Financial Group, LLC: IQLT position timeline

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

Marshall Financial Group, LLC held 260,992 IQLT 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 260,992 shares
    Change vs previous 13F +5,774 shares

    1.89% of the 13F portfolio, value $12,932,139.

    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 255,218 shares
    Change vs previous 13F +348 shares

    1.89% of the 13F portfolio, value $11,798,724.

    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 254,870 shares
    Change vs previous 13F +5,662 shares

    2.25% of the 13F portfolio, value $11,583,825.

    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 249,208 shares
    Change vs previous 13F +6,842 shares

    2.15% of the 13F portfolio, value $11,012,488.

    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 242,366 shares
    Change vs previous 13F +3,905 shares

    2.04% of the 13F portfolio, value $10,378,099.

    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 238,461 shares
    Change vs previous 13F +18,807 shares

    2.07% of the 13F portfolio, value $9,464,523.

    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 219,654 shares
    Change vs previous 13F +3,188 shares

    1.97% of the 13F portfolio, value $8,153,546.

    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 216,466 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $8,981,155.

    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).