Marshall Financial Group, LLC quarter change: Foreign Preferred Shares, Reduced
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Marshall Financial Group, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1841496): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | United States | $0.625B | 1,330 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | United States | $0.625B | 176 |
| SPRUCEGROVE INVESTMENT MANAGEMENT LTD | Canada | $0.625B | 42 |
| Kinsale Capital Group, Inc. | United States | $0.624B | 41 |
| DSG Capital Advisors, LLC | United States | $0.625B | 123 |
| Strategic Global Advisors, LLC | United States | $0.625B | 142 |
| West Virginia University Foundation, Inc | United States | $0.623B | 2 |
| CHICAGO TRUST Co NA | United States | $0.626B | 663 |
| XY Planning Network, Inc. | United States | $0.626B | 273 |
| LJI Wealth Management, LLC | United States | $0.626B | 194 |