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Disclosery

Marshall Financial Group, LLC: VWO position timeline

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

Marshall Financial Group, LLC held 13,415 VWO 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 13,415 shares
    Change vs previous 13F -2,385 shares

    0.12% of the 13F portfolio, value $800,746.

    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 15,800 shares
    Change vs previous 13F -14,846 shares

    0.14% of the 13F portfolio, value $854,008.

    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 30,646 shares
    Change vs previous 13F -2,076 shares

    0.32% of the 13F portfolio, value $1,647,555.

    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 32,722 shares
    Change vs previous 13F -1,079 shares

    0.35% of the 13F portfolio, value $1,772,882.

    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 33,801 shares
    Change vs previous 13F -2,256 shares

    0.33% of the 13F portfolio, value $1,670,776.

    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 36,057 shares
    Change vs previous 13F -7,227 shares

    0.36% of the 13F portfolio, value $1,631,929.

    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 43,284 shares
    Change vs previous 13F +627 shares

    0.46% of the 13F portfolio, value $1,906,246.

    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 42,657 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,041,156.

    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).