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Marks Group Wealth Management, Inc: CSL position timeline

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

Marks Group Wealth Management, Inc held 14,244 CSL 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 14,244 shares
    Change vs previous 13F -4,592 shares

    0.45% of the 13F portfolio, value $5,167,011.

    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 18,836 shares
    Change vs previous 13F -2,078 shares

    0.61% of the 13F portfolio, value $6,283,900.

    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 20,914 shares
    Change vs previous 13F -1,990 shares

    0.64% of the 13F portfolio, value $6,689,552.

    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 22,904 shares
    Change vs previous 13F -734 shares

    0.7% of the 13F portfolio, value $7,534,500.

    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 23,638 shares
    Change vs previous 13F -1,710 shares

    0.82% of the 13F portfolio, value $8,826,429.

    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 25,348 shares
    Change vs previous 13F +4,374 shares

    0.83% of the 13F portfolio, value $8,630,995.

    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 20,974 shares
    Change vs previous 13F -643 shares

    0.76% of the 13F portfolio, value $7,736,050.

    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 21,617 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $9,722,246.

    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).