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Disclosery

Marshall Financial Group, LLC: PG position timeline

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

Marshall Financial Group, LLC held 18,117 PG 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 18,117 shares
    Change vs previous 13F -770 shares

    0.39% of the 13F portfolio, value $2,656,650.

    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 18,887 shares
    Change vs previous 13F -745 shares

    0.44% of the 13F portfolio, value $2,728,011.

    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 19,632 shares
    Change vs previous 13F -4,766 shares

    0.55% of the 13F portfolio, value $2,813,462.

    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 24,398 shares
    Change vs previous 13F +422 shares

    0.73% of the 13F portfolio, value $3,748,720.

    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 23,976 shares
    Change vs previous 13F +3,469 shares

    0.75% of the 13F portfolio, value $3,848,184.

    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 20,507 shares
    Change vs previous 13F +550 shares

    0.76% of the 13F portfolio, value $3,494,828.

    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 19,957 shares
    Change vs previous 13F -10,157 shares

    0.81% of the 13F portfolio, value $3,345,797.

    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 30,114 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $5,215,782.

    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).