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Marks Group Wealth Management, Inc: BDX position timeline

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

Marks Group Wealth Management, Inc held 15,443 BDX 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 15,443 shares
    Change vs previous 13F -40,003 shares

    0.2% of the 13F portfolio, value $2,336,989.

    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 55,446 shares
    Change vs previous 13F +9,363 shares

    0.84% of the 13F portfolio, value $8,717,775.

    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 46,083 shares
    Change vs previous 13F -8,841 shares

    0.86% of the 13F portfolio, value $8,943,327.

    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 54,924 shares
    Change vs previous 13F -2,193 shares

    0.96% of the 13F portfolio, value $10,280,111.

    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 57,117 shares
    Change vs previous 13F +13,988 shares

    0.92% of the 13F portfolio, value $9,838,333.

    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 43,129 shares
    Change vs previous 13F +6,823 shares

    0.95% of the 13F portfolio, value $9,879,185.

    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 36,306 shares
    Change vs previous 13F +3,700 shares

    0.81% of the 13F portfolio, value $8,236,786.

    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 32,606 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $7,861,307.

    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).