Skip to content
Disclosery

Marshall Financial Group, LLC: WAT position timeline

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

Marshall Financial Group, LLC held 2,565 WAT 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 2,565 shares
    Change vs previous 13F +190 shares

    0.14% of the 13F portfolio, value $961,978.

    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 2,375 shares
    Change vs previous 13F +148 shares

    0.11% of the 13F portfolio, value $707,275.

    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 2,227 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $845,881.

    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).