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Disclosery

Marshall Financial Group, LLC: XMHQ position timeline

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

Marshall Financial Group, LLC held 24,734 XMHQ 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 24,734 shares
    Change vs previous 13F +1,097 shares

    0.41% of the 13F portfolio, value $2,792,029.

    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 23,637 shares
    Change vs previous 13F -376 shares

    0.39% of the 13F portfolio, value $2,443,322.

    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 24,013 shares
    Change vs previous 13F +3,386 shares

    0.48% of the 13F portfolio, value $2,459,383.

    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 20,627 shares
    Change vs previous 13F +630 shares

    0.42% of the 13F portfolio, value $2,165,005.

    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 19,997 shares
    Change vs previous 13F +334 shares

    0.39% of the 13F portfolio, value $1,998,148.

    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 19,663 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,799,720.

    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).