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Disclosery

Marshall Financial Group, LLC: JIRE position timeline

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

Marshall Financial Group, LLC held 7,416 JIRE 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 7,416 shares
    Change vs previous 13F -2,351 shares

    0.09% of the 13F portfolio, value $611,758.

    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 9,767 shares
    Change vs previous 13F -5,979 shares

    0.12% of the 13F portfolio, value $739,786.

    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 15,746 shares
    Change vs previous 13F -2,442 shares

    0.23% of the 13F portfolio, value $1,179,050.

    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 18,188 shares
    Change vs previous 13F -1,970 shares

    0.26% of the 13F portfolio, value $1,337,557.

    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 20,158 shares
    Change vs previous 13F -2,486 shares

    0.28% of the 13F portfolio, value $1,408,446.

    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 22,644 shares
    Change vs previous 13F -1,444 shares

    0.32% of the 13F portfolio, value $1,442,862.

    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 24,088 shares
    Change vs previous 13F +376 shares

    0.34% of the 13F portfolio, value $1,409,374.

    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 23,712 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,565,718.

    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).