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Marks Group Wealth Management, Inc: AAAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marks Group Wealth Management, Inc on AAAU, newest first. How the timeline and the estimate are built.

Marks Group Wealth Management, Inc held 170,635 AAAU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,635 shares
    Change vs previous 13F -761 shares

    0.59% of the 13F portfolio, value $6,752,027.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 171,396 shares
    Change vs previous 13F -827 shares

    0.76% of the 13F portfolio, value $7,916,781.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 172,223 shares
    Change vs previous 13F -25,908 shares

    0.7% of the 13F portfolio, value $7,328,089.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 198,131 shares
    Change vs previous 13F +83,991 shares

    0.7% of the 13F portfolio, value $7,552,754.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 114,140 shares
    Change vs previous 13F +11,243 shares

    0.35% of the 13F portfolio, value $3,730,095.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 102,897 shares
    Change vs previous 13F +1,259 shares

    0.31% of the 13F portfolio, value $3,177,459.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 101,638 shares
    Change vs previous 13F -12,006 shares

    0.26% of the 13F portfolio, value $2,635,982.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 113,644 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,957,585.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).