Marshall Financial Group, LLC: JSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marshall Financial Group, LLC on JSI, newest first. How the timeline and the estimate are built.
Marshall Financial Group, LLC held 406,255 JSI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 406,255 sharesChange vs previous 13F +12,077 shares
3.03% of the 13F portfolio, value $20,804,311.
13F-HR 0002085853-26-000762 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 394,178 sharesChange vs previous 13F -17,561 shares
3.25% of the 13F portfolio, value $20,319,870.
13F-HR 0002085853-26-000353 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 411,739 sharesChange vs previous 13F +20,057 shares
4.16% of the 13F portfolio, value $21,435,141.
13F-HR 0002085853-26-000028 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 391,682 sharesChange vs previous 13F not available
3.99% of the 13F portfolio, value $20,473,200.
13F-HR 0002085853-25-000035 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).