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Livermore
Livermore
ZHEN

Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

SPGI holding history

S&P Global 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
2,540
Value
$1.03M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SPGI by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,540$1.03M0.2%+39+1.6%AddedHolders
Q1 20262,501$1.06M0.2%+4+0.2%AddedHolders
Q4 20252,497$1.30M0.3%00.0%UnchangedHolders
Q3 20252,497$1.22M0.2%−25−1.0%ReducedHolders
Q2 20252,522$1.34M0.3%−9−0.4%ReducedHolders
Q1 20252,531$1.29M0.3%−42−1.6%ReducedHolders
Q4 20242,573$1.28M0.3%+10+0.4%AddedHolders
Q3 20242,563$1.32M0.3%−8−0.3%ReducedHolders
Q2 20242,571$1.15M0.3%−40−1.5%ReducedHolders
Q1 20242,611$1.11M0.3%−15−0.6%ReducedHolders
Q4 20232,626$1.16M0.4%−11−0.4%ReducedHolders
Q3 20232,637$963.6K0.3%+26+1.0%AddedHolders
Q2 20232,611$1.05M0.4%−170−6.1%ReducedHolders
Q1 20232,781$958.8K0.3%−92−3.2%ReducedHolders
Q4 20222,873$962.3K0.4%−364−11.2%ReducedHolders
Q3 20223,237$988.0K0.4%−61−1.8%ReducedHolders
Q2 20223,298$1.11M0.4%−2,574−43.8%ReducedHolders
Q1 20225,872$2.41M1.0%+191+3.4%AddedHolders
Q4 20215,681$2.68M1.0%+98+1.8%AddedHolders
Q3 20215,583$2.37M1.2%+177+3.3%AddedHolders
Q2 20215,406$2.22M1.2%−407−7.0%ReducedHolders
Q1 20215,813$2.05M1.2%––Holders

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