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Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

WTW holding history

Willis Towers Watson PLC 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.

WTW overviewAll 13F holders of WTWFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of WTW by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−583−100.0%Sold outHolders
Q3 2025583$201.4K<0.1%+583NewHolders