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Marshall Investment Management, LLCCoreConcentrated trader

CIK: 0002022427 | LITTLETON, CO

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR497$240.8M2026-08-14SEC ↗
Q1 2026
13F-HR274$208.5M2026-05-08SEC ↗
Q4 2025
13F-HR76$199.1M2026-02-09SEC ↗
Q3 2025
13F-HR75$188.9M2025-11-14SEC ↗
Q2 2025
13F-HR59$21.0M2025-08-14SEC ↗
Q1 2025
13F-HR252$161.0M2025-05-08SEC ↗
Q4 2024
13F-HR135$169.7M2025-02-04SEC ↗