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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

PFG holding history

Principal Financial Group 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.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2021
Holdings of PFG by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−4,465−100.0%Sold outHolders
Q1 20224,465$328.0K0.1%00.0%UnchangedHolders
Q4 20214,465$323.0K0.1%+4,465NewHolders