Skip to content
Disclosery

Marshall Financial Group, LLC: OBND position timeline

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

Marshall Financial Group, LLC held 1,070,380 OBND 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 1,070,380 shares
    Change vs previous 13F +38,641 shares

    4.03% of the 13F portfolio, value $27,631,857.

    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 1,031,739 shares
    Change vs previous 13F -24,890 shares

    4.23% of the 13F portfolio, value $26,426,745.

    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 1,056,629 shares
    Change vs previous 13F +54,500 shares

    5.34% of the 13F portfolio, value $27,512,501.

    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 1,002,129 shares
    Change vs previous 13F -13,703 shares

    5.13% of the 13F portfolio, value $26,335,960.

    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 1,015,832 shares
    Change vs previous 13F -1,480 shares

    5.16% of the 13F portfolio, value $26,294,805.

    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 1,017,312 shares
    Change vs previous 13F -21,883 shares

    5.76% of the 13F portfolio, value $26,357,019.

    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 1,039,195 shares
    Change vs previous 13F +108,288 shares

    6.47% of the 13F portfolio, value $26,714,586.

    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 930,907 shares
    Change vs previous 13F not available

    5.89% of the 13F portfolio, value $24,650,413.

    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).