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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

AMT holding history

American Tower Corp 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.

AMT overviewAll 13F holders of AMTFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2022
Holdings of AMT by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−2,109−100.0%Sold outHolders
Q1 20232,109$431.0K0.2%−5,355−71.7%ReducedHolders
Q4 20227,464$1.58M0.6%+7,464NewHolders