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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

  1. period ended2026-06-30
    13F 49,866 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 46,452 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 45,400 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 47,228 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 45,702 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 47,359 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 48,268 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 48,209 shares
    Change 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), ingested

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