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Disclosery

Marshall Financial Group, LLC: SDVY position timeline

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

Marshall Financial Group, LLC held 82,305 SDVY 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 82,305 shares
    Change vs previous 13F +2,702 shares

    0.52% of the 13F portfolio, value $3,550,653.

    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 79,603 shares
    Change vs previous 13F -1,642 shares

    0.5% of the 13F portfolio, value $3,138,758.

    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 81,245 shares
    Change vs previous 13F +9,305 shares

    0.6% of the 13F portfolio, value $3,113,317.

    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 71,940 shares
    Change vs previous 13F +1,766 shares

    0.53% of the 13F portfolio, value $2,735,127.

    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 70,174 shares
    Change vs previous 13F +1,979 shares

    0.5% of the 13F portfolio, value $2,526,982.

    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 68,195 shares
    Change vs previous 13F +25,949 shares

    0.5% of the 13F portfolio, value $2,284,531.

    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 42,246 shares
    Change vs previous 13F +187 shares

    0.37% of the 13F portfolio, value $1,514,509.

    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 42,059 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,530,099.

    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).