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Disclosery

Marshall Financial Group, LLC: MKC position timeline

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

Marshall Financial Group, LLC held 23,414 MKC 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 23,414 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,180,534.

    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 23,414 shares
    Change vs previous 13F -72 shares

    0.19% of the 13F portfolio, value $1,181,002.

    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 23,486 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,599,631.

    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 23,486 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,571,448.

    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 23,486 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,723,638.

    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 23,486 shares
    Change vs previous 13F -9 shares

    0.42% of the 13F portfolio, value $1,933,133.

    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 23,495 shares
    Change vs previous 13F +12 shares

    0.43% of the 13F portfolio, value $1,791,259.

    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 23,483 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,932,651.

    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).