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Disclosery

Marshall Financial Group, LLC: SSO position timeline

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

Marshall Financial Group, LLC held 54,435 SSO 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 54,435 shares
    Change vs previous 13F -25,412 shares

    0.53% of the 13F portfolio, value $3,667,863.

    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 79,847 shares
    Change vs previous 13F -24,975 shares

    0.66% of the 13F portfolio, value $4,142,487.

    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 104,822 shares
    Change vs previous 13F +40,962 shares

    1.18% of the 13F portfolio, value $6,071,290.

    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 63,860 shares
    Change vs previous 13F -189,119 shares

    1.4% of the 13F portfolio, value $7,160,622.

    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 252,979 shares
    Change vs previous 13F +79,559 shares

    4.89% of the 13F portfolio, value $24,920,961.

    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 173,420 shares
    Change vs previous 13F +163,511 shares

    3.14% of the 13F portfolio, value $14,355,708.

    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 9,909 shares
    Change vs previous 13F -531 shares

    0.22% of the 13F portfolio, value $916,682.

    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 10,440 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $941,375.

    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).