Marshall Financial Group, LLC: SPG position timeline

Marshall Financial Group, LLC held 5,769 SPG 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 5,769 shares

   Change vs previous 13F +14 shares

   0.19% of the 13F portfolio, value $1,290,134.

   13F-HR 0002085853-26-000762 filed by Marshall Financial Group, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 5,755 shares

   Change vs previous 13F +7 shares

   0.17% of the 13F portfolio, value $1,073,459.

   13F-HR 0002085853-26-000353 filed by Marshall Financial Group, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 5,748 shares

   Change vs previous 13F -25 shares

   0.21% of the 13F portfolio, value $1,064,051.

   13F-HR 0002085853-26-000028 filed by Marshall Financial Group, LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 5,773 shares

   Change vs previous 13F +284 shares

   0.21% of the 13F portfolio, value $1,083,429.

   13F-HR 0002085853-25-000035 filed by Marshall Financial Group, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 5,489 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $905,954.

   13F-HR 0001667731-25-000769 filed by Marshall Financial Group, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).