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Marks Group Wealth Management, Inc: CI position timeline

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

Marks Group Wealth Management, Inc held 14,566 CI 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 14,566 shares
    Change vs previous 13F -8,969 shares

    0.35% of the 13F portfolio, value $4,015,622.

    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 23,535 shares
    Change vs previous 13F +9,873 shares

    0.61% of the 13F portfolio, value $6,278,012.

    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 13,662 shares
    Change vs previous 13F -12,826 shares

    0.36% of the 13F portfolio, value $3,760,231.

    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 26,488 shares
    Change vs previous 13F -511 shares

    0.71% of the 13F portfolio, value $7,635,192.

    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 26,999 shares
    Change vs previous 13F -165 shares

    0.83% of the 13F portfolio, value $8,925,343.

    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 27,164 shares
    Change vs previous 13F +5,141 shares

    0.86% of the 13F portfolio, value $8,936,956.

    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 22,023 shares
    Change vs previous 13F -1,990 shares

    0.6% of the 13F portfolio, value $6,081,446.

    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 24,013 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,319,063.

    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).