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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

FRT holding history

Federal Realty Investment Trust 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.

FRT overviewAll 13F holders of FRTFull Q2 2026 holdings

Shares (Q2 2026)
12,249
Value
$1.51M
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of FRT by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,249$1.51M0.2%+941+8.3%AddedHolders
Q1 202611,308$1.20M0.2%−40.0%ReducedHolders
Q4 202511,312$1.14M0.2%+11,312NewHolders