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Disclosery

Marshall Financial Group, LLC: V position timeline

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

Marshall Financial Group, LLC held 10,775 V 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 10,775 shares
    Change vs previous 13F +456 shares

    0.54% of the 13F portfolio, value $3,696,882.

    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 10,319 shares
    Change vs previous 13F -87 shares

    0.5% of the 13F portfolio, value $3,118,920.

    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 10,406 shares
    Change vs previous 13F -204 shares

    0.71% of the 13F portfolio, value $3,649,451.

    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 10,610 shares
    Change vs previous 13F +96 shares

    0.71% of the 13F portfolio, value $3,621,911.

    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 10,514 shares
    Change vs previous 13F -1,176 shares

    0.74% of the 13F portfolio, value $3,749,857.

    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 11,690 shares
    Change vs previous 13F -241 shares

    0.89% of the 13F portfolio, value $4,097,003.

    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 11,931 shares
    Change vs previous 13F +152 shares

    0.91% of the 13F portfolio, value $3,770,692.

    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 11,779 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,238,704.

    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).