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Marks Group Wealth Management, Inc: BAI position timeline

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

Marks Group Wealth Management, Inc held 514,468 BAI 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 514,468 shares
    Change vs previous 13F +320,662 shares

    2.36% of the 13F portfolio, value $27,122,726.

    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 193,806 shares
    Change vs previous 13F +24,793 shares

    0.62% of the 13F portfolio, value $6,385,908.

    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 169,013 shares
    Change vs previous 13F +38,171 shares

    0.54% of the 13F portfolio, value $5,628,133.

    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 130,842 shares
    Change vs previous 13F +56,166 shares

    0.42% of the 13F portfolio, value $4,469,563.

    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 74,676 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,154,403.

    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).