Skip to content
Disclosery

Marshall Financial Group, LLC: WMS position timeline

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

Marshall Financial Group, LLC held 6,117 WMS 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 6,117 shares
    Change vs previous 13F +4,322 shares

    0.14% of the 13F portfolio, value $960,157.

    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 1,795 shares
    Change vs previous 13F -8 shares

    0.04% of the 13F portfolio, value $246,163.

    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 1,803 shares
    Change vs previous 13F -7,726 shares

    0.05% of the 13F portfolio, value $261,144.

    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 9,529 shares
    Change vs previous 13F +268 shares

    0.26% of the 13F portfolio, value $1,321,704.

    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 9,261 shares
    Change vs previous 13F +563 shares

    0.21% of the 13F portfolio, value $1,071,234.

    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 8,698 shares
    Change vs previous 13F +1,177 shares

    0.21% of the 13F portfolio, value $945,045.

    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 7,521 shares
    Change vs previous 13F +56 shares

    0.21% of the 13F portfolio, value $869,433.

    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 7,465 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,173,204.

    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).