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Disclosery

Marshall Financial Group, LLC: ROUS position timeline

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

Marshall Financial Group, LLC held 85,786 ROUS 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 85,786 shares
    Change vs previous 13F +1,275 shares

    0.84% of the 13F portfolio, value $5,781,987.

    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 84,511 shares
    Change vs previous 13F -1,078 shares

    0.8% of the 13F portfolio, value $4,989,527.

    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 85,589 shares
    Change vs previous 13F +9,579 shares

    0.96% of the 13F portfolio, value $4,939,361.

    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 76,010 shares
    Change vs previous 13F +4,077 shares

    0.85% of the 13F portfolio, value $4,369,796.

    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 71,933 shares
    Change vs previous 13F +2,135 shares

    0.76% of the 13F portfolio, value $3,890,113.

    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 69,798 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,540,849.

    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).