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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

SSD holding history

Simpson Manufacturing 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.

SSD overviewAll 13F holders of SSDFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2023
Holdings of SSD by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−5,982−100.0%Sold outHolders
Q1 20255,982$939.7K0.2%+536+9.8%AddedHolders
Q4 20245,446$903.1K0.2%+5,446NewHolders
Q2 20240$00.0%−11,379−100.0%Sold outHolders
Q1 202411,379$2.33M0.7%+255+2.3%AddedHolders
Q4 202311,124$2.20M0.7%−494−4.3%ReducedHolders
Q3 202311,618$1.74M0.6%−264−2.2%ReducedHolders
Q2 202311,882$1.65M0.6%+3,449+40.9%AddedHolders
Q1 20238,433$924.6K0.3%+8,433NewHolders