Marshall Financial Group, LLC: SPLV position timeline

Marshall Financial Group, LLC held 0 SPLV shares at 2025-09-30 per its 13F-HR filed 2025-10-08.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -3,144 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 3,144 shares

   Change vs previous 13F -719 shares

   0.04% of the 13F portfolio, value $229,163.

   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).

3. period ended2025-03-31

   13F 3,863 shares

   Change vs previous 13F -629 shares

   0.06% of the 13F portfolio, value $288,628.

   13F-HR 0001667731-25-000432 filed by Marshall Financial Group, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 4,492 shares

   Change vs previous 13F -147 shares

   0.08% of the 13F portfolio, value $314,418.

   13F-HR 0001667731-25-000068 filed by Marshall Financial Group, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 4,639 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $332,725.

   13F-HR 0001841496-24-000013 filed by Marshall Financial Group, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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