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Disclosery

Marshall Financial Group, LLC: RMD position timeline

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

Marshall Financial Group, LLC held 10,563 RMD 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 10,563 shares
    Change vs previous 13F +966 shares

    0.3% of the 13F portfolio, value $2,058,489.

    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 9,597 shares
    Change vs previous 13F +375 shares

    0.34% of the 13F portfolio, value $2,154,294.

    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 9,222 shares
    Change vs previous 13F -545 shares

    0.43% of the 13F portfolio, value $2,221,402.

    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 9,767 shares
    Change vs previous 13F +243 shares

    0.52% of the 13F portfolio, value $2,673,620.

    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 9,524 shares
    Change vs previous 13F -952 shares

    0.48% of the 13F portfolio, value $2,442,055.

    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 10,476 shares
    Change vs previous 13F -51 shares

    0.51% of the 13F portfolio, value $2,345,005.

    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 10,527 shares
    Change vs previous 13F -296 shares

    0.58% of the 13F portfolio, value $2,407,344.

    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 10,823 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,642,003.

    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).