Marshall Financial Group LLC

SEC CIK: 0001841496
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

MRK holding history

Merck & Co., 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.

MRK overview All 13F holders of MRK Full Q2 2026 holdings

Shares (Q2 2026): 35,820
Value: $4.60M
% of portfolio: 0.7%
Quarters held: 20; Since Q1 2021

Holdings of MRK by Marshall Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	35,820	$4.60M	0.7%	+3,378+10.4%	Added	Holders
Q1 2026	32,442	$3.90M	0.6%	−1,543−4.5%	Reduced	Holders
Q4 2025	33,985	$3.58M	0.7%	−1,785−5.0%	Reduced	Holders
Q3 2025	35,770	$3.00M	0.6%	+1,143+3.3%	Added	Holders
Q2 2025	34,627	$2.80M	0.5%	+6,058+21.2%	Added	Holders
Q1 2025	28,569	$2.56M	0.6%	+2,223+8.4%	Added	Holders
Q4 2024	26,346	$2.62M	0.6%	+3,112+13.4%	Added	Holders
Q3 2024	23,234	$2.64M	0.6%	+4,137+21.7%	Added	Holders
Q2 2024	19,097	$2.36M	0.7%	+16,570+655.7%	Added	Holders
Q1 2024	2,527	$333.4K	0.1%	−225−8.2%	Reduced	Holders
Q4 2023	2,752	$300.0K	0.1%	−13,252−82.8%	Reduced	Holders
Q3 2023	16,004	$1.65M	0.6%	+46+0.3%	Added	Holders
Q2 2023	15,958	$1.84M	0.6%	−253−1.6%	Reduced	Holders
Q1 2023	16,211	$1.72M	0.6%	−1,880−10.4%	Reduced	Holders
Q4 2022	18,091	$2.01M	0.8%	−170−0.9%	Reduced	Holders
Q3 2022	18,261	$1.57M	0.7%	+488+2.7%	Added	Holders
Q2 2022	17,773	$1.62M	0.6%	+17,773	New	Holders
Q4 2021	0	$0	0.0%	−5,406−100.0%	Sold out	Holders
Q3 2021	5,406	$406.0K	0.2%	−412−7.1%	Reduced	Holders
Q2 2021	5,818	$452.0K	0.2%	−9,621−62.3%	Reduced	Holders
Q1 2021	15,439	$1.19M	0.7%	–	–	Holders

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