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Marks Group Wealth Management, Inc: ACN position timeline

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

Marks Group Wealth Management, Inc held 26,847 ACN 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 26,847 shares
    Change vs previous 13F +1,977 shares

    0.29% of the 13F portfolio, value $3,340,846.

    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 24,870 shares
    Change vs previous 13F +1,918 shares

    0.48% of the 13F portfolio, value $4,931,542.

    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 22,952 shares
    Change vs previous 13F -2,599 shares

    0.59% of the 13F portfolio, value $6,158,012.

    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 25,551 shares
    Change vs previous 13F -624 shares

    0.59% of the 13F portfolio, value $6,300,910.

    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 26,175 shares
    Change vs previous 13F +1,024 shares

    0.73% of the 13F portfolio, value $7,823,338.

    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 25,151 shares
    Change vs previous 13F +1,625 shares

    0.76% of the 13F portfolio, value $7,848,018.

    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 23,526 shares
    Change vs previous 13F -2,842 shares

    0.82% of the 13F portfolio, value $8,276,241.

    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 26,368 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $9,320,684.

    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).