Marshall Financial Group, LLC

Business address
225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031
Top securities (13F)
OBND, JSI, MFSB, QQQ, DIVO, SCHR, LGOV, AAPL, NVDA, PAVE, IQLT, VOO, SSO, PULS, AVGO, EDV, QLD, MSFT, JAAA, and GOOG
State of incorporation
MD
Fiscal year end
December 31
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Marshall Financial Group, LLC has filed 22 SEC EDGAR filings since 29 Jan 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 08 Oct 2025 30 Sep 2025 028-20487
N-PX Open Document Open Filing 27 Aug 2025 30 Jun 2025 028-20487
13F-HR Open Document Open Filing 10 Jul 2025 30 Jun 2025 028-20487
13F-HR Open Document Open Filing 16 Apr 2025 31 Mar 2025 028-20487
13F-HR Open Document Open Filing 21 Jan 2025 31 Dec 2024 028-20487
13F-HR Open Document Open Filing 16 Oct 2024 30 Sep 2024 028-20487
N-PX Open Document Open Filing 27 Aug 2024 30 Jun 2024 028-20487
13F-HR Open Document Open Filing 19 Jul 2024 30 Jun 2024 028-20487
13F-HR Open Document Open Filing 19 Apr 2024 31 Mar 2024 028-20487
13F-HR Open Document Open Filing 10 Jan 2024 31 Dec 2023 028-20487
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-20487
13F-HR Open Document Open Filing 17 Jul 2023 30 Jun 2023 028-20487
13F-HR Open Document Open Filing 18 Apr 2023 31 Mar 2023 028-20487
13F-HR Open Document Open Filing 01 Feb 2023 31 Dec 2022 028-20487
13F-HR Open Document Open Filing 12 Oct 2022 30 Sep 2022 028-20487
13F-HR Open Document Open Filing 25 Jul 2022 30 Jun 2022 028-20487
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-20487
13F-HR Open Document Open Filing 27 Jan 2022 31 Dec 2021 028-20487
13F-HR Open Document Open Filing 28 Oct 2021 30 Sep 2021 028-20487
13F-HR Open Document Open Filing 14 Jul 2021 30 Jun 2021 028-20487
13F-HR Open Document Open Filing 20 Apr 2021 31 Mar 2021 028-20487
13F-HR Open Document Open Filing 29 Jan 2021 31 Dec 2020 028-20487