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Marks Group Wealth Management, Inc: ADP position timeline

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

Marks Group Wealth Management, Inc held 15,920 ADP 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 15,920 shares
    Change vs previous 13F -9,133 shares

    0.31% of the 13F portfolio, value $3,565,284.

    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 25,053 shares
    Change vs previous 13F -596 shares

    0.49% of the 13F portfolio, value $5,090,319.

    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 25,649 shares
    Change vs previous 13F -2,597 shares

    0.63% of the 13F portfolio, value $6,597,692.

    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 28,246 shares
    Change vs previous 13F -1,037 shares

    0.77% of the 13F portfolio, value $8,290,202.

    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 29,283 shares
    Change vs previous 13F -661 shares

    0.84% of the 13F portfolio, value $9,030,878.

    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 29,944 shares
    Change vs previous 13F -249 shares

    0.88% of the 13F portfolio, value $9,148,790.

    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 30,193 shares
    Change vs previous 13F -1,232 shares

    0.87% of the 13F portfolio, value $8,838,397.

    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 31,425 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,696,240.

    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).