Position in IT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$559,256
-$280,584 QoQ
Shares Held
3,532
+6.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Mar 31, 2026Marshall Financial Group, LLC holds $5,350,507 across 4 Information Technology Services names. IT ranks #3 (10.5% of the industry book) .
All Filings in IT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $559,256 | 3,532 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $839,840 | 3,329 | Shares | Sole | 2026-01-09 | |
| 2022-09-30 | $844,734 | 3,053 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $734,679 | 3,038 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||