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Disclosery

Marshall Financial Group, LLC: LGOV position timeline

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

Marshall Financial Group, LLC held 191,848 LGOV 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 191,848 shares
    Change vs previous 13F -504,429 shares

    0.6% of the 13F portfolio, value $4,105,557.

    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 696,277 shares
    Change vs previous 13F -19,999 shares

    2.4% of the 13F portfolio, value $15,018,695.

    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 716,276 shares
    Change vs previous 13F +28,492 shares

    3.03% of the 13F portfolio, value $15,636,313.

    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 687,784 shares
    Change vs previous 13F +6,890 shares

    2.91% of the 13F portfolio, value $14,959,295.

    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 680,894 shares
    Change vs previous 13F -9,523 shares

    2.82% of the 13F portfolio, value $14,380,476.

    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 690,417 shares
    Change vs previous 13F +13,850 shares

    3.24% of the 13F portfolio, value $14,843,967.

    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 676,567 shares
    Change vs previous 13F +43,218 shares

    3.42% of the 13F portfolio, value $14,099,664.

    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 633,349 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $14,187,015.

    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).