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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

ISBC holding history

Investors Bancorp, 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.

ISBC overviewAll 13F holders of ISBCFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of ISBC by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−10,072−100.0%Sold outHolders
Q1 202210,072$150.0K0.1%00.0%UnchangedHolders
Q4 202110,072$153.0K0.1%00.0%UnchangedHolders
Q3 202110,072$152.0K0.1%−225−2.2%ReducedHolders
Q2 202110,297$147.0K0.1%−13,013−55.8%ReducedHolders
Q1 202123,310$342.0K0.2%––Holders

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