Skip to main content
Livermore
Livermore
ZHEN

Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

EXC holding history

Exelon 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.

EXC overviewAll 13F holders of EXCFull Q2 2026 holdings

Shares (Q2 2026)
7,795
Value
$363.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of EXC by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,795$363.4K0.1%00.0%UnchangedHolders
Q1 20267,795$382.1K0.1%00.0%UnchangedHolders
Q4 20257,795$339.8K0.1%00.0%UnchangedHolders
Q3 20257,795$350.9K0.1%00.0%UnchangedHolders
Q2 20257,795$336.5K0.1%00.0%UnchangedHolders
Q1 20257,795$359.2K0.1%−378−4.6%ReducedHolders
Q4 20248,173$307.6K0.1%+94+1.2%AddedHolders
Q3 20248,079$327.6K0.1%−6,305−43.8%ReducedHolders
Q2 202414,384$497.8K0.1%−3,289−18.6%ReducedHolders
Q1 202417,673$664.0K0.2%−573−3.1%ReducedHolders
Q4 202318,246$655.0K0.2%+272+1.5%AddedHolders
Q3 202317,974$679.2K0.2%00.0%UnchangedHolders
Q2 202317,974$732.3K0.2%00.0%UnchangedHolders
Q1 202317,974$752.9K0.3%−459−2.5%ReducedHolders
Q4 202218,433$796.9K0.3%+7,111+62.8%AddedHolders
Q3 202211,322$424.0K0.2%00.0%UnchangedHolders
Q2 202211,322$513.0K0.2%00.0%UnchangedHolders
Q1 202211,322$539.0K0.2%00.0%UnchangedHolders
Q4 202111,322$654.0K0.2%00.0%UnchangedHolders
Q3 202111,322$547.0K0.3%00.0%UnchangedHolders
Q2 202111,322$502.0K0.3%00.0%UnchangedHolders
Q1 202111,322$495.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.