Skip to main content

Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

SIVB holding history

SVB Financial Group 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.

SIVB overviewAll 13F holders of SIVBFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2021
Holdings of SIVB by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−1,356−100.0%Sold outHolders
Q1 20221,356$759.0K0.3%+11+0.8%AddedHolders
Q4 20211,345$912.0K0.3%−22−1.6%ReducedHolders
Q3 20211,367$884.0K0.5%+119+9.5%AddedHolders
Q2 20211,248$694.0K0.4%+1,248NewHolders