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Marks Group Wealth Management, Inc: AON position timeline

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

Marks Group Wealth Management, Inc held 7,039 AON 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 7,039 shares
    Change vs previous 13F -5,889 shares

    0.2% of the 13F portfolio, value $2,334,766.

    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 12,928 shares
    Change vs previous 13F -6,746 shares

    0.4% of the 13F portfolio, value $4,172,900.

    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 19,674 shares
    Change vs previous 13F -5,097 shares

    0.66% of the 13F portfolio, value $6,942,561.

    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 24,771 shares
    Change vs previous 13F -859 shares

    0.82% of the 13F portfolio, value $8,832,843.

    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 25,630 shares
    Change vs previous 13F +290 shares

    0.85% of the 13F portfolio, value $9,143,811.

    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 25,340 shares
    Change vs previous 13F +493 shares

    0.97% of the 13F portfolio, value $10,112,967.

    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 24,847 shares
    Change vs previous 13F +319 shares

    0.88% of the 13F portfolio, value $8,924,049.

    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 24,528 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $8,486,443.

    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).