Marks Group Wealth Management, Inc: AMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marks Group Wealth Management, Inc on AMT, newest first. How the timeline and the estimate are built.
Marks Group Wealth Management, Inc held 11,521 AMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 11,521 sharesChange vs previous 13F +425 shares
0.16% of the 13F portfolio, value $1,884,490.
13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,096 sharesChange vs previous 13F -299 shares
0.18% of the 13F portfolio, value $1,914,947.
13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,395 sharesChange vs previous 13F +3,069 shares
0.19% of the 13F portfolio, value $2,000,620.
13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,326 sharesChange vs previous 13F +274 shares
0.15% of the 13F portfolio, value $1,601,257.
13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,052 sharesChange vs previous 13F -273 shares
0.17% of the 13F portfolio, value $1,779,653.
13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,325 sharesChange vs previous 13F +279 shares
0.17% of the 13F portfolio, value $1,811,520.
13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,046 sharesChange vs previous 13F -93 shares
0.15% of the 13F portfolio, value $1,475,717.
13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,139 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $1,892,806.
13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).