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Disclosery

Marshall Financial Group, LLC: XP position timeline

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

Marshall Financial Group, LLC held 0 XP 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 0 shares
    Change vs previous 13F -10,351 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 10,351 shares
    Change vs previous 13F -1,382 shares

    0.03% of the 13F portfolio, value $197,090.

    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 11,733 shares
    Change vs previous 13F -54,423 shares

    0.04% of the 13F portfolio, value $192,075.

    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 66,156 shares
    Change vs previous 13F +2,483 shares

    0.24% of the 13F portfolio, value $1,243,078.

    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 63,673 shares
    Change vs previous 13F -19,814 shares

    0.24% of the 13F portfolio, value $1,240,357.

    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 83,487 shares
    Change vs previous 13F +34,809 shares

    0.25% of the 13F portfolio, value $1,147,951.

    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 48,678 shares
    Change vs previous 13F +6,518 shares

    0.14% of the 13F portfolio, value $576,839.

    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 42,160 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $756,350.

    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).