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Disclosery

Marshall Financial Group, LLC: PFXF position timeline

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

Marshall Financial Group, LLC held 28,907 PFXF 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 28,907 shares
    Change vs previous 13F -3,466 shares

    0.08% of the 13F portfolio, value $515,702.

    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 32,373 shares
    Change vs previous 13F -15,686 shares

    0.09% of the 13F portfolio, value $567,820.

    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 48,059 shares
    Change vs previous 13F -2,394 shares

    0.16% of the 13F portfolio, value $848,726.

    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 50,453 shares
    Change vs previous 13F -3,855 shares

    0.17% of the 13F portfolio, value $896,558.

    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 54,308 shares
    Change vs previous 13F -4,997 shares

    0.18% of the 13F portfolio, value $941,152.

    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 59,305 shares
    Change vs previous 13F -3,550 shares

    0.22% of the 13F portfolio, value $993,954.

    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 62,855 shares
    Change vs previous 13F +346 shares

    0.26% of the 13F portfolio, value $1,084,251.

    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 62,509 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,141,421.

    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).