Skip to content
Disclosery

Marshall Financial Group, LLC: MOAT position timeline

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

Marshall Financial Group, LLC held 6,454 MOAT 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 6,454 shares
    Change vs previous 13F -1,236 shares

    0.1% of the 13F portfolio, value $670,916.

    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 7,690 shares
    Change vs previous 13F -4,456 shares

    0.12% of the 13F portfolio, value $743,668.

    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 12,146 shares
    Change vs previous 13F -2,091 shares

    0.24% of the 13F portfolio, value $1,257,833.

    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 14,237 shares
    Change vs previous 13F -1,325 shares

    0.27% of the 13F portfolio, value $1,411,004.

    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 15,562 shares
    Change vs previous 13F -1,941 shares

    0.29% of the 13F portfolio, value $1,493,447.

    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 17,503 shares
    Change vs previous 13F -1,236 shares

    0.34% of the 13F portfolio, value $1,540,288.

    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 18,739 shares
    Change vs previous 13F -67 shares

    0.42% of the 13F portfolio, value $1,737,570.

    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 18,806 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,823,244.

    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).