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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

MMM holding history

3M Co 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.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
1,395
Value
$225.9K
% of portfolio
<0.1%
Quarters held
7
Since Q2 2021
Holdings of MMM by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,395$225.9K<0.1%+11+0.8%AddedHolders
Q1 20261,384$201.0K<0.1%−62−4.3%ReducedHolders
Q4 20251,446$231.6K<0.1%+1,446NewHolders
Q2 20250$00.0%−1,541−100.0%Sold outHolders
Q1 20251,541$226.3K<0.1%+1,541NewHolders
Q4 20240$00.0%−1,546−100.0%Sold outHolders
Q3 20241,546$211.3K0.1%+1,546NewHolders
Q4 20210$00.0%−4,589−100.0%Sold outHolders
Q3 20214,589$805.0K0.4%+491+12.0%AddedHolders
Q2 20214,098$814.0K0.4%+4,098NewHolders