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Disclosery

Marshall Financial Group, LLC: XSVM position timeline

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

Marshall Financial Group, LLC held 16,900 XSVM 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 16,900 shares
    Change vs previous 13F -33 shares

    0.17% of the 13F portfolio, value $1,176,093.

    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 16,933 shares
    Change vs previous 13F -279 shares

    0.16% of the 13F portfolio, value $1,020,401.

    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 17,212 shares
    Change vs previous 13F -479 shares

    0.19% of the 13F portfolio, value $983,469.

    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 17,691 shares
    Change vs previous 13F -218 shares

    0.19% of the 13F portfolio, value $998,809.

    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 17,909 shares
    Change vs previous 13F -6,371 shares

    0.19% of the 13F portfolio, value $959,222.

    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 24,280 shares
    Change vs previous 13F -20,523 shares

    0.27% of the 13F portfolio, value $1,218,862.

    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 44,803 shares
    Change vs previous 13F -1,020 shares

    0.59% of the 13F portfolio, value $2,440,846.

    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 45,823 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,519,806.

    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).