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Disclosery

Marshall Financial Group, LLC: VB position timeline

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

Marshall Financial Group, LLC held 5,482 VB 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 5,482 shares
    Change vs previous 13F +653 shares

    0.24% of the 13F portfolio, value $1,661,704.

    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 4,829 shares
    Change vs previous 13F -12 shares

    0.2% of the 13F portfolio, value $1,264,812.

    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 4,841 shares
    Change vs previous 13F -119 shares

    0.24% of the 13F portfolio, value $1,248,736.

    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 4,960 shares
    Change vs previous 13F -81 shares

    0.25% of the 13F portfolio, value $1,261,353.

    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 5,041 shares
    Change vs previous 13F -584 shares

    0.24% of the 13F portfolio, value $1,213,183.

    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 5,625 shares
    Change vs previous 13F -2,417 shares

    0.27% of the 13F portfolio, value $1,247,330.

    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 8,042 shares
    Change vs previous 13F -318 shares

    0.47% of the 13F portfolio, value $1,932,293.

    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 8,360 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,983,000.

    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).