Marshall Financial Group LLC
CIK
0001841496
City
Hunt Valley
State / Country
MD
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $83,600 | 10,000 | Shares | Sole | 2026-01-09 |
| 2025-09-30 | $82,800 | 10,000 | Shares | Sole | 2025-10-08 |
| 2025-06-30 | $81,200 | 10,000 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $73,130 | 10,000 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $84,547 | 10,000 | Shares | Sole | 2025-01-21 |
| 2024-09-30 | $75,591 | 10,000 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $75,787 | 10,000 | Shares | Sole | 2024-07-19 |
| 2024-03-31 | $74,016 | 10,000 | Shares | Sole | 2024-04-19 |
| 2023-12-31 | $70,768 | 10,000 | Shares | Sole | 2024-01-10 |
| 2023-09-30 | $79,232 | 10,000 | Shares | Sole | 2023-10-19 |
| 2023-06-30 | $82,480 | 10,000 | Shares | Sole | 2023-07-17 |
| 2023-03-31 | $76,673 | 10,000 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $72,539 | 10,000 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $84,350 | 10,000 | Shares | Sole | 2022-10-12 |
| 2022-06-30 | $84,449 | 10,000 | Shares | Sole | 2022-07-25 |