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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

  1. period ended2026-06-30
    13F 406,255 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 394,178 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 411,739 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 391,682 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).