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Disclosery

Marshall Financial Group, LLC: IWF position timeline

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

Marshall Financial Group, LLC held 2,436 IWF 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 2,436 shares
    Change vs previous 13F +1,874 shares

    0.04% of the 13F portfolio, value $302,478.

    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 562 shares
    Change vs previous 13F -111 shares

    0.04% of the 13F portfolio, value $239,637.

    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 673 shares
    Change vs previous 13F +58 shares

    0.06% of the 13F portfolio, value $318,531.

    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 615 shares
    Change vs previous 13F -10 shares

    0.06% of the 13F portfolio, value $288,072.

    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 625 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $265,788.

    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).