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Disclosery

Marshall Financial Group, LLC: QUAL position timeline

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

Marshall Financial Group, LLC held 3,755 QUAL 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 3,755 shares
    Change vs previous 13F -698 shares

    0.12% of the 13F portfolio, value $823,899.

    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 4,453 shares
    Change vs previous 13F -2,545 shares

    0.14% of the 13F portfolio, value $854,049.

    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 6,998 shares
    Change vs previous 13F -1,415 shares

    0.27% of the 13F portfolio, value $1,389,915.

    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 8,413 shares
    Change vs previous 13F -697 shares

    0.32% of the 13F portfolio, value $1,636,415.

    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 9,110 shares
    Change vs previous 13F -1,139 shares

    0.33% of the 13F portfolio, value $1,672,679.

    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 10,249 shares
    Change vs previous 13F -833 shares

    0.38% of the 13F portfolio, value $1,751,467.

    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 11,082 shares
    Change vs previous 13F -283 shares

    0.48% of the 13F portfolio, value $1,973,445.

    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 11,365 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,037,765.

    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).