MARSHALL FINANCIAL GROUP INC /ADV

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Doylestown, PA
CIK
0000701189
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 53 211,564 13F-HR 11/14/2022 000122107322000086 MARSHALL FINANCIAL GROUP INC /ADV
Q2 2022 54 220,109 13F-HR 8/10/2022 000122107322000065 MARSHALL FINANCIAL GROUP INC /ADV
Q1 2022 57 250,776 13F-HR 5/10/2022 000122107322000039 MARSHALL FINANCIAL GROUP INC /ADV
Q4 2021 59 258,099 13F-HR 2/7/2022 000122107322000012 MARSHALL FINANCIAL GROUP INC /ADV
Q3 2021 60 237,594 13F-HR 11/15/2021 000122107321000122 MARSHALL FINANCIAL GROUP INC /ADV
Q2 2021 58 235,001 13F-HR 7/29/2021 000122107321000076 MARSHALL FINANCIAL GROUP INC /ADV
Q1 2021 56 220,263 13F-HR 5/10/2021 000122107321000058 MARSHALL FINANCIAL GROUP INC /ADV
Q4 2020 56 204,177 13F-HR 2/4/2021 000122107321000012 MARSHALL FINANCIAL GROUP INC /ADV
Q3 2020 53 169,210 13F-HR 11/10/2020 000122107320000151 MARSHALL FINANCIAL GROUP INC /ADV
Q2 2020 50 150,658 13F-HR 7/27/2020 000122107320000118 MARSHALL FINANCIAL GROUP INC /ADV
Q1 2020 44 123,662 13F-HR 4/23/2020 000122107320000060 MARSHALL FINANCIAL GROUP INC /ADV
Q4 2019 50 148,036 13F-HR 2/5/2020 000122107320000020 MARSHALL FINANCIAL GROUP INC /ADV
Q3 2019 48 131,261 13F-HR 10/30/2019 000122107319000108 MARSHALL FINANCIAL GROUP INC /ADV
Q2 2019 50 131,070 13F-HR 7/23/2019 000122107319000079 MARSHALL FINANCIAL GROUP INC /ADV
Q1 2019 49 122,267 13F-HR 4/26/2019 000122107319000049 MARSHALL FINANCIAL GROUP INC /ADV
Q4 2018 51 105,553 13F-HR 2/11/2019 000122107319000025 MARSHALL FINANCIAL GROUP INC /ADV