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Disclosery

Marshall Financial Group, LLC: META position timeline

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

Marshall Financial Group, LLC held 4,164 META 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 4,164 shares
    Change vs previous 13F +73 shares

    0.34% of the 13F portfolio, value $2,345,548.

    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 4,091 shares
    Change vs previous 13F -263 shares

    0.37% of the 13F portfolio, value $2,340,531.

    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 4,354 shares
    Change vs previous 13F -513 shares

    0.56% of the 13F portfolio, value $2,873,869.

    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 4,867 shares
    Change vs previous 13F -101 shares

    0.7% of the 13F portfolio, value $3,574,027.

    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 4,968 shares
    Change vs previous 13F -274 shares

    0.7% of the 13F portfolio, value $3,569,050.

    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 5,242 shares
    Change vs previous 13F -273 shares

    0.66% of the 13F portfolio, value $3,021,317.

    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 5,515 shares
    Change vs previous 13F +37 shares

    0.78% of the 13F portfolio, value $3,229,063.

    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 5,478 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,135,550.

    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).