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Disclosery

Marshall Financial Group, LLC: JEPQ position timeline

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

Marshall Financial Group, LLC held 32,051 JEPQ 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 32,051 shares
    Change vs previous 13F -3,907 shares

    0.29% of the 13F portfolio, value $1,969,862.

    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 35,958 shares
    Change vs previous 13F -2,024 shares

    0.32% of the 13F portfolio, value $1,996,366.

    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 37,982 shares
    Change vs previous 13F -3,617 shares

    0.43% of the 13F portfolio, value $2,207,512.

    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 41,599 shares
    Change vs previous 13F -272,566 shares

    0.47% of the 13F portfolio, value $2,392,794.

    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 314,165 shares
    Change vs previous 13F +14,923 shares

    3.33% of the 13F portfolio, value $16,974,333.

    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 299,242 shares
    Change vs previous 13F +1,941 shares

    3.38% of the 13F portfolio, value $15,494,753.

    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 297,301 shares
    Change vs previous 13F +9,713 shares

    4.06% of the 13F portfolio, value $16,761,810.

    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 287,588 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $15,797,214.

    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).