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Marshall Financial Group, LLC: VZ position timeline

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

Marshall Financial Group, LLC held 76,490 VZ 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 76,490 shares
    Change vs previous 13F +1,514 shares

    0.47% of the 13F portfolio, value $3,238,572.

    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 74,976 shares
    Change vs previous 13F -311 shares

    0.6% of the 13F portfolio, value $3,763,775.

    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 75,287 shares
    Change vs previous 13F +1,734 shares

    0.6% of the 13F portfolio, value $3,066,422.

    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 73,553 shares
    Change vs previous 13F +1,491 shares

    0.63% of the 13F portfolio, value $3,232,654.

    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 72,062 shares
    Change vs previous 13F -210 shares

    0.6% of the 13F portfolio, value $3,084,261.

    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 72,272 shares
    Change vs previous 13F +250 shares

    0.72% of the 13F portfolio, value $3,278,252.

    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 72,022 shares
    Change vs previous 13F +868 shares

    0.7% of the 13F portfolio, value $2,880,166.

    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 71,154 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,195,525.

    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).