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Marks Group Wealth Management, Inc: BRO position timeline

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

Marks Group Wealth Management, Inc held 66,209 BRO 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 66,209 shares
    Change vs previous 13F -20,763 shares

    0.37% of the 13F portfolio, value $4,247,307.

    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 86,972 shares
    Change vs previous 13F +6,371 shares

    0.55% of the 13F portfolio, value $5,671,461.

    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 80,601 shares
    Change vs previous 13F -6,066 shares

    0.62% of the 13F portfolio, value $6,423,900.

    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 86,667 shares
    Change vs previous 13F -1,234 shares

    0.76% of the 13F portfolio, value $8,128,498.

    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 87,901 shares
    Change vs previous 13F +790 shares

    0.91% of the 13F portfolio, value $9,745,584.

    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 87,111 shares
    Change vs previous 13F -4,391 shares

    1.04% of the 13F portfolio, value $10,836,608.

    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 91,502 shares
    Change vs previous 13F -3,890 shares

    0.92% of the 13F portfolio, value $9,335,034.

    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 95,392 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $9,882,611.

    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).