Marshall Financial Group LLC

SEC CIK: 0001841496
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

V holding history

Visa 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.

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

Shares (Q2 2026): 10,775
Value: $3.70M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of V by Marshall Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,775	$3.70M	0.5%	+456+4.4%	Added	Holders
Q1 2026	10,319	$3.12M	0.5%	−87−0.8%	Reduced	Holders
Q4 2025	10,406	$3.65M	0.7%	−204−1.9%	Reduced	Holders
Q3 2025	10,610	$3.62M	0.7%	+96+0.9%	Added	Holders
Q2 2025	10,514	$3.75M	0.7%	−1,176−10.1%	Reduced	Holders
Q1 2025	11,690	$4.10M	0.9%	−241−2.0%	Reduced	Holders
Q4 2024	11,931	$3.77M	0.9%	+152+1.3%	Added	Holders
Q3 2024	11,779	$3.24M	0.8%	+1,588+15.6%	Added	Holders
Q2 2024	10,191	$2.67M	0.7%	+192+1.9%	Added	Holders
Q1 2024	9,999	$2.79M	0.8%	+257+2.6%	Added	Holders
Q4 2023	9,742	$2.54M	0.8%	−44−0.4%	Reduced	Holders
Q3 2023	9,786	$2.25M	0.8%	−24−0.2%	Reduced	Holders
Q2 2023	9,810	$2.33M	0.8%	−14−0.1%	Reduced	Holders
Q1 2023	9,824	$2.21M	0.8%	−701−6.7%	Reduced	Holders
Q4 2022	10,525	$2.19M	0.8%	−12−0.1%	Reduced	Holders
Q3 2022	10,537	$1.87M	0.8%	+34+0.3%	Added	Holders
Q2 2022	10,503	$2.07M	0.8%	+937+9.8%	Added	Holders
Q1 2022	9,566	$2.12M	0.9%	−99−1.0%	Reduced	Holders
Q4 2021	9,665	$2.10M	0.8%	+2,186+29.2%	Added	Holders
Q3 2021	7,479	$1.67M	0.9%	+367+5.2%	Added	Holders
Q2 2021	7,112	$1.66M	0.9%	−513−6.7%	Reduced	Holders
Q1 2021	7,625	$1.61M	1.0%	–	–	Holders

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