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Disclosery

Marshall Financial Group, LLC: JAAA position timeline

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

Marshall Financial Group, LLC held 101,688 JAAA 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 101,688 shares
    Change vs previous 13F -19,941 shares

    0.75% of the 13F portfolio, value $5,134,217.

    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 121,629 shares
    Change vs previous 13F +16,413 shares

    0.98% of the 13F portfolio, value $6,126,448.

    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 105,216 shares
    Change vs previous 13F +3,883 shares

    1.03% of the 13F portfolio, value $5,321,818.

    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 101,333 shares
    Change vs previous 13F +6,107 shares

    1% of the 13F portfolio, value $5,145,704.

    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 95,226 shares
    Change vs previous 13F +5,655 shares

    0.94% of the 13F portfolio, value $4,816,523.

    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 89,571 shares
    Change vs previous 13F +37,372 shares

    0.99% of the 13F portfolio, value $4,542,153.

    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 52,199 shares
    Change vs previous 13F -274,704 shares

    0.64% of the 13F portfolio, value $2,647,023.

    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 326,903 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $16,632,814.

    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).