Marshall Financial Group, LLC: NTAP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marshall Financial Group, LLC on NTAP, newest first. How the timeline and the estimate are built.
Marshall Financial Group, LLC held 2,340 NTAP shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,340 sharesChange vs previous 13F -6,774 shares
0.05% of the 13F portfolio, value $362,185.
13F-HR 0002085853-26-000762 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,114 sharesChange vs previous 13F +166 shares
0.15% of the 13F portfolio, value $933,163.
13F-HR 0002085853-26-000353 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,948 sharesChange vs previous 13F -1,212 shares
0.19% of the 13F portfolio, value $958,191.
13F-HR 0002085853-26-000028 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,160 sharesChange vs previous 13F +453 shares
0.23% of the 13F portfolio, value $1,203,581.
13F-HR 0002085853-25-000035 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,707 sharesChange vs previous 13F not available
0.2% of the 13F portfolio, value $1,024,089.
13F-HR 0001667731-25-000769 filed by Marshall Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).