Marshall Financial Group, LLC: MSI position timeline

Marshall Financial Group, LLC held 4,488 MSI 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 4,488 shares

   Change vs previous 13F +781 shares

   0.27% of the 13F portfolio, value $1,863,974.

   13F-HR 0002085853-26-000762 filed by Marshall Financial Group, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,707 shares

   Change vs previous 13F +224 shares

   0.26% of the 13F portfolio, value $1,608,785.

   13F-HR 0002085853-26-000353 filed by Marshall Financial Group, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 3,483 shares

   Change vs previous 13F +3,483 shares

   0.26% of the 13F portfolio, value $1,335,104.

   13F-HR 0002085853-26-000028 filed by Marshall Financial Group, LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -2,724 shares

   13F-HR 0001667731-25-000068 filed by Marshall Financial Group, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 2,724 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $1,224,800.

   13F-HR 0001841496-24-000013 filed by Marshall Financial Group, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).