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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Marshall Financial Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
1,793
Value
$822.6K
% of portfolio
0.1%
Quarters held
3
Since Q4 2025
Holdings of AMP by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,793$822.6K0.1%+136+8.2%AddedHolders
Q1 20261,657$736.4K0.1%+27+1.7%AddedHolders
Q4 20251,630$799.3K0.2%+1,630NewHolders