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Disclosery

Marshall Financial Group, LLC: VOO position timeline

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

Marshall Financial Group, LLC held 25,996 VOO 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 25,996 shares
    Change vs previous 13F +2,633 shares

    2.6% of the 13F portfolio, value $17,854,083.

    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 23,363 shares
    Change vs previous 13F +7,112 shares

    2.24% of the 13F portfolio, value $13,960,582.

    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 16,251 shares
    Change vs previous 13F -366 shares

    1.98% of the 13F portfolio, value $10,191,702.

    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 16,617 shares
    Change vs previous 13F +15,795 shares

    1.98% of the 13F portfolio, value $10,175,987.

    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 822 shares
    Change vs previous 13F -14,156 shares

    0.09% of the 13F portfolio, value $469,105.

    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 14,978 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $7,697,218.

    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).