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Marks Group Wealth Management, Inc: BR position timeline

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

Marks Group Wealth Management, Inc held 22,956 BR 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 22,956 shares
    Change vs previous 13F -9,203 shares

    0.27% of the 13F portfolio, value $3,143,824.

    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 32,159 shares
    Change vs previous 13F -1,020 shares

    0.5% of the 13F portfolio, value $5,225,194.

    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 33,179 shares
    Change vs previous 13F -3,625 shares

    0.71% of the 13F portfolio, value $7,404,558.

    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 36,804 shares
    Change vs previous 13F -1,702 shares

    0.81% of the 13F portfolio, value $8,765,609.

    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 38,506 shares
    Change vs previous 13F -970 shares

    0.87% of the 13F portfolio, value $9,358,113.

    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 39,476 shares
    Change vs previous 13F -187 shares

    0.92% of the 13F portfolio, value $9,571,351.

    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 39,663 shares
    Change vs previous 13F -1,449 shares

    0.88% of the 13F portfolio, value $8,967,408.

    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 41,112 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $8,840,314.

    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).