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Disclosery

Marshall Financial Group, LLC: NVO position timeline

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

Marshall Financial Group, LLC held 5,607 NVO 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 5,607 shares
    Change vs previous 13F -29,354 shares

    0.04% of the 13F portfolio, value $268,787.

    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 34,961 shares
    Change vs previous 13F +3,272 shares

    0.21% of the 13F portfolio, value $1,284,827.

    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 31,689 shares
    Change vs previous 13F +27,782 shares

    0.31% of the 13F portfolio, value $1,612,350.

    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 3,907 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $216,815.

    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 3,932 shares
    Change vs previous 13F -980 shares

    0.05% of the 13F portfolio, value $272,566.

    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 4,912 shares
    Change vs previous 13F -1,373 shares

    0.07% of the 13F portfolio, value $341,089.

    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 6,285 shares
    Change vs previous 13F -7,228 shares

    0.13% of the 13F portfolio, value $540,636.

    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 13,513 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,608,999.

    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).