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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
4,164
Value
$2.35M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of META by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,164$2.35M0.3%+73+1.8%AddedHolders
Q1 20264,091$2.34M0.4%−263−6.0%ReducedHolders
Q4 20254,354$2.87M0.6%−513−10.5%ReducedHolders
Q3 20254,867$3.57M0.7%−101−2.0%ReducedHolders
Q2 20254,968$3.57M0.7%−274−5.2%ReducedHolders
Q1 20255,242$3.02M0.7%−273−5.0%ReducedHolders
Q4 20245,515$3.23M0.8%+37+0.7%AddedHolders
Q3 20245,478$3.14M0.7%+615+12.6%AddedHolders
Q2 20244,863$2.45M0.7%−298−5.8%ReducedHolders
Q1 20245,161$2.51M0.7%+210+4.2%AddedHolders
Q4 20234,951$1.75M0.6%+2,187+79.1%AddedHolders
Q3 20232,764$829.8K0.3%−42−1.5%ReducedHolders
Q2 20232,806$805.3K0.3%−2,012−41.8%ReducedHolders
Q1 20234,818$1.02M0.4%−7,046−59.4%ReducedHolders
Q4 202211,864$1.43M0.6%+2,097+21.5%AddedHolders
Q3 20229,767$1.32M0.6%−287−2.9%ReducedHolders
Q2 202210,054$1.62M0.6%+3,171+46.1%AddedHolders
Q1 20226,883$1.53M0.6%+594+9.4%AddedHolders
Q4 20216,289$2.12M0.8%+1,230+24.3%AddedHolders
Q3 20215,059$1.72M0.9%+237+4.9%AddedHolders
Q2 20214,822$1.68M0.9%−1,056−18.0%ReducedHolders
Q1 20215,878$1.73M1.0%––Holders

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