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MARSHALL INVESTMENT MANAGEMENT, LLC: MFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL INVESTMENT MANAGEMENT, LLC on MFUS, newest first. How the timeline and the estimate are built.

MARSHALL INVESTMENT MANAGEMENT, LLC held 184,309 MFUS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,309 shares
    Change vs previous 13F -10,231 shares

    5.14% of the 13F portfolio, value $12,380,048.

    13F-HR 0001420506-26-001782 filed by MARSHALL INVESTMENT MANAGEMENT, 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 194,540 shares
    Change vs previous 13F +40,906 shares

    5.45% of the 13F portfolio, value $11,361,715.

    13F-HR 0001420506-26-000857 filed by MARSHALL INVESTMENT MANAGEMENT, 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 153,634 shares
    Change vs previous 13F -4,935 shares

    4.37% of the 13F portfolio, value $8,697,657.

    13F-HR 0001420506-26-000223 filed by MARSHALL INVESTMENT MANAGEMENT, 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 158,569 shares
    Change vs previous 13F +154,199 shares

    4.72% of the 13F portfolio, value $8,919,516.

    13F-HR 0001420506-25-003216 filed by MARSHALL INVESTMENT MANAGEMENT, 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 4,370 shares
    Change vs previous 13F -74,075 shares

    1.11% of the 13F portfolio, value $233,577.

    13F-HR 0001420506-25-001991 filed by MARSHALL INVESTMENT MANAGEMENT, 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 78,445 shares
    Change vs previous 13F -29,333 shares

    2.45% of the 13F portfolio, value $3,939,527.

    13F-HR 0001420506-25-000926 filed by MARSHALL INVESTMENT MANAGEMENT, 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 107,778 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $5,402,876.

    13F-HR 0001986152-25-000015 filed by MARSHALL INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).