Marshall Financial Group, LLC: KR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marshall Financial Group, LLC on KR, newest first. How the timeline and the estimate are built.
Marshall Financial Group, LLC held 49,866 KR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 49,866 sharesChange vs previous 13F +3,414 shares
0.4% of the 13F portfolio, value $2,769,062.
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 46,452 sharesChange vs previous 13F +1,052 shares
0.54% of the 13F portfolio, value $3,361,288.
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 45,400 sharesChange vs previous 13F -1,828 shares
0.55% of the 13F portfolio, value $2,836,621.
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 47,228 sharesChange vs previous 13F +1,526 shares
0.62% of the 13F portfolio, value $3,183,613.
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).
- period ended2025-06-3013F 45,702 sharesChange vs previous 13F -1,657 shares
0.64% of the 13F portfolio, value $3,265,414.
13F-HR 0001667731-25-000769 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 ended2025-03-3113F 47,359 sharesChange vs previous 13F -909 shares
0.7% of the 13F portfolio, value $3,205,712.
13F-HR 0001667731-25-000432 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 ended2024-12-3113F 48,268 sharesChange vs previous 13F +59 shares
0.71% of the 13F portfolio, value $2,951,603.
13F-HR 0001667731-25-000068 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 ended2024-09-3013F 48,209 sharesChange vs previous 13F not available
0.66% of the 13F portfolio, value $2,762,351.
13F-HR 0001841496-24-000013 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).