Marshall Financial Group LLC

SEC CIK: 0001841496
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

SPG holding history

Simon Property 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.

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

Shares (Q2 2026): 5,769
Value: $1.29M
% of portfolio: 0.2%
Quarters held: 5; Since Q2 2025

Holdings of SPG by Marshall Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,769	$1.29M	0.2%	+14+0.2%	Added	Holders
Q1 2026	5,755	$1.07M	0.2%	+7+0.1%	Added	Holders
Q4 2025	5,748	$1.06M	0.2%	−25−0.4%	Reduced	Holders
Q3 2025	5,773	$1.08M	0.2%	+284+5.2%	Added	Holders
Q2 2025	5,489	$906.0K	0.2%	+5,489	New	Holders