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Disclosery

Marshall Financial Group, LLC: QLD position timeline

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

Marshall Financial Group, LLC held 49,251 QLD 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 49,251 shares
    Change vs previous 13F -2,769 shares

    0.69% of the 13F portfolio, value $4,765,509.

    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 52,020 shares
    Change vs previous 13F -20,245 shares

    0.51% of the 13F portfolio, value $3,173,249.

    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 72,265 shares
    Change vs previous 13F +25,853 shares

    0.99% of the 13F portfolio, value $5,088,179.

    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 46,412 shares
    Change vs previous 13F -210,569 shares

    1.24% of the 13F portfolio, value $6,367,726.

    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 256,981 shares
    Change vs previous 13F +73,580 shares

    5.93% of the 13F portfolio, value $30,246,664.

    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 183,401 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $16,300,681.

    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).