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Disclosery

Marshall Financial Group, LLC: TFPM position timeline

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

Marshall Financial Group, LLC held 231,255 TFPM 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 231,255 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $6,930,705.

    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 231,255 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $8,026,852.

    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).