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Disclosery

Marshall Financial Group, LLC: MCD position timeline

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

Marshall Financial Group, LLC held 11,215 MCD 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 11,215 shares
    Change vs previous 13F +789 shares

    0.44% of the 13F portfolio, value $3,031,632.

    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 10,426 shares
    Change vs previous 13F +129 shares

    0.52% of the 13F portfolio, value $3,240,294.

    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 10,297 shares
    Change vs previous 13F -123 shares

    0.61% of the 13F portfolio, value $3,146,933.

    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 10,420 shares
    Change vs previous 13F +324 shares

    0.62% of the 13F portfolio, value $3,166,504.

    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 10,096 shares
    Change vs previous 13F +43 shares

    0.58% of the 13F portfolio, value $2,963,472.

    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 10,053 shares
    Change vs previous 13F -11 shares

    0.69% of the 13F portfolio, value $3,140,175.

    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 10,064 shares
    Change vs previous 13F +99 shares

    0.71% of the 13F portfolio, value $2,917,583.

    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 9,965 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $3,034,316.

    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).