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Marshall Financial Group, LLC: SCCO position timeline

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

Marshall Financial Group, LLC held 17,942 SCCO 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 17,942 shares
    Change vs previous 13F -1,233 shares

    0.46% of the 13F portfolio, value $3,126,641.

    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 19,175 shares
    Change vs previous 13F -125 shares

    0.53% of the 13F portfolio, value $3,299,179.

    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 19,300 shares
    Change vs previous 13F -4,125 shares

    0.54% of the 13F portfolio, value $2,769,000.

    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 23,425 shares
    Change vs previous 13F +829 shares

    0.55% of the 13F portfolio, value $2,842,853.

    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 22,596 shares
    Change vs previous 13F +905 shares

    0.46% of the 13F portfolio, value $2,361,483.

    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 21,691 shares
    Change vs previous 13F +292 shares

    0.44% of the 13F portfolio, value $2,027,231.

    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 21,399 shares
    Change vs previous 13F +202 shares

    0.47% of the 13F portfolio, value $1,950,103.

    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 21,197 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,451,880.

    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).