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Disclosery

Marshall Financial Group, LLC: LLY position timeline

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

Marshall Financial Group, LLC held 1,613 LLY 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 1,613 shares
    Change vs previous 13F -188 shares

    0.28% of the 13F portfolio, value $1,934,431.

    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 1,801 shares
    Change vs previous 13F -46 shares

    0.27% of the 13F portfolio, value $1,656,311.

    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 1,847 shares
    Change vs previous 13F -1,210 shares

    0.39% of the 13F portfolio, value $1,984,433.

    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 3,057 shares
    Change vs previous 13F +69 shares

    0.45% of the 13F portfolio, value $2,332,533.

    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 2,988 shares
    Change vs previous 13F -1,105 shares

    0.45% of the 13F portfolio, value $2,308,958.

    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 4,093 shares
    Change vs previous 13F -79 shares

    0.74% of the 13F portfolio, value $3,380,861.

    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 4,172 shares
    Change vs previous 13F +7 shares

    0.78% of the 13F portfolio, value $3,221,151.

    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 4,165 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,690,344.

    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).