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Disclosery

Marshall Financial Group, LLC: JKHY position timeline

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

Marshall Financial Group, LLC held 0 JKHY shares at 2025-12-31 per its 13F-HR filed 2026-01-09.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -6,644 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 6,644 shares
    Change vs previous 13F +274 shares

    0.19% of the 13F portfolio, value $989,452.

    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).

  3. period ended2025-06-30
    13F 6,370 shares
    Change vs previous 13F +26 shares

    0.23% of the 13F portfolio, value $1,149,963.

    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).

  4. period ended2025-03-31
    13F 6,344 shares
    Change vs previous 13F +315 shares

    0.25% of the 13F portfolio, value $1,158,420.

    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).

  5. period ended2024-12-31
    13F 6,029 shares
    Change vs previous 13F +197 shares

    0.26% of the 13F portfolio, value $1,056,850.

    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).

  6. period ended2024-09-30
    13F 5,832 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,029,510.

    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).