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Disclosery

Marshall Financial Group, LLC: TOTL position timeline

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

Marshall Financial Group, LLC held 37,129 TOTL 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 37,129 shares
    Change vs previous 13F +673 shares

    0.21% of the 13F portfolio, value $1,465,489.

    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 36,456 shares
    Change vs previous 13F +761 shares

    0.23% of the 13F portfolio, value $1,448,411.

    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 35,695 shares
    Change vs previous 13F +5,331 shares

    0.28% of the 13F portfolio, value $1,436,731.

    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 30,364 shares
    Change vs previous 13F -3,697 shares

    0.24% of the 13F portfolio, value $1,231,848.

    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 34,061 shares
    Change vs previous 13F -12,945 shares

    0.26% of the 13F portfolio, value $1,351,213.

    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 47,006 shares
    Change vs previous 13F -10,394 shares

    0.41% of the 13F portfolio, value $1,893,884.

    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 57,400 shares
    Change vs previous 13F -7,874 shares

    0.55% of the 13F portfolio, value $2,261,005.

    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 65,274 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,702,356.

    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).