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Marks Group Wealth Management, Inc: BAM position timeline

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

Marks Group Wealth Management, Inc held 63,127 BAM 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 63,127 shares
    Change vs previous 13F -20,698 shares

    0.25% of the 13F portfolio, value $2,831,224.

    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 83,825 shares
    Change vs previous 13F -35,486 shares

    0.36% of the 13F portfolio, value $3,726,022.

    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 119,311 shares
    Change vs previous 13F -27,571 shares

    0.6% of the 13F portfolio, value $6,250,704.

    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 146,882 shares
    Change vs previous 13F -15,024 shares

    0.78% of the 13F portfolio, value $8,363,461.

    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 161,906 shares
    Change vs previous 13F -1,607 shares

    0.83% of the 13F portfolio, value $8,950,148.

    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 163,513 shares
    Change vs previous 13F -7,258 shares

    0.76% of the 13F portfolio, value $7,922,203.

    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 170,771 shares
    Change vs previous 13F -909 shares

    0.91% of the 13F portfolio, value $9,254,056.

    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 171,680 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $8,118,725.

    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).