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Disclosery

Marshall Financial Group, LLC: RDVI position timeline

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

Marshall Financial Group, LLC held 44,351 RDVI 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 44,351 shares
    Change vs previous 13F -4,114 shares

    0.19% of the 13F portfolio, value $1,303,911.

    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 48,465 shares
    Change vs previous 13F +1,508 shares

    0.2% of the 13F portfolio, value $1,238,275.

    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 46,957 shares
    Change vs previous 13F +7,390 shares

    0.24% of the 13F portfolio, value $1,232,159.

    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 39,567 shares
    Change vs previous 13F -4,859 shares

    0.2% of the 13F portfolio, value $1,022,813.

    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 44,426 shares
    Change vs previous 13F +6,880 shares

    0.22% of the 13F portfolio, value $1,104,440.

    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 37,546 shares
    Change vs previous 13F -4,421 shares

    0.19% of the 13F portfolio, value $890,580.

    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 41,967 shares
    Change vs previous 13F +3,657 shares

    0.25% of the 13F portfolio, value $1,017,282.

    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 38,310 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $943,954.

    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).