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Disclosery

Marshall Financial Group, LLC: QQQ position timeline

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

Marshall Financial Group, LLC held 37,252 QQQ 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 37,252 shares
    Change vs previous 13F +2,880 shares

    4% of the 13F portfolio, value $27,432,043.

    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 34,372 shares
    Change vs previous 13F +7,371 shares

    3.18% of the 13F portfolio, value $19,838,573.

    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 27,001 shares
    Change vs previous 13F -426 shares

    3.22% of the 13F portfolio, value $16,586,681.

    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 27,427 shares
    Change vs previous 13F +14,369 shares

    3.21% of the 13F portfolio, value $16,466,575.

    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 13,058 shares
    Change vs previous 13F -15,220 shares

    1.41% of the 13F portfolio, value $7,208,333.

    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 28,278 shares
    Change vs previous 13F +17,190 shares

    2.9% of the 13F portfolio, value $13,260,152.

    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 11,088 shares
    Change vs previous 13F -304 shares

    1.37% of the 13F portfolio, value $5,668,360.

    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 11,392 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $5,559,889.

    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).