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Marks Group Wealth Management, Inc: AAPL position timeline

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

Marks Group Wealth Management, Inc held 104,089 AAPL 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 104,089 shares
    Change vs previous 13F -6,890 shares

    2.62% of the 13F portfolio, value $30,119,163.

    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 110,979 shares
    Change vs previous 13F -5,380 shares

    2.72% of the 13F portfolio, value $28,165,277.

    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 116,359 shares
    Change vs previous 13F +6,747 shares

    3.03% of the 13F portfolio, value $31,633,247.

    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 109,612 shares
    Change vs previous 13F +7,741 shares

    2.59% of the 13F portfolio, value $27,910,404.

    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 101,871 shares
    Change vs previous 13F -724 shares

    1.94% of the 13F portfolio, value $20,900,967.

    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 102,595 shares
    Change vs previous 13F +83 shares

    2.19% of the 13F portfolio, value $22,789,370.

    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 102,512 shares
    Change vs previous 13F -813 shares

    2.53% of the 13F portfolio, value $25,671,040.

    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 103,325 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $24,074,773.

    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).