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Marks Group Wealth Management, Inc: DOX position timeline

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

Marks Group Wealth Management, Inc held 53,899 DOX 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 53,899 shares
    Change vs previous 13F -22,776 shares

    0.24% of the 13F portfolio, value $2,724,055.

    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 76,675 shares
    Change vs previous 13F -4,562 shares

    0.48% of the 13F portfolio, value $5,003,827.

    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 81,237 shares
    Change vs previous 13F -9,043 shares

    0.63% of the 13F portfolio, value $6,540,391.

    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 90,280 shares
    Change vs previous 13F -2,205 shares

    0.69% of the 13F portfolio, value $7,407,474.

    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 92,485 shares
    Change vs previous 13F -1,511 shares

    0.78% of the 13F portfolio, value $8,438,331.

    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 93,996 shares
    Change vs previous 13F +3,164 shares

    0.83% of the 13F portfolio, value $8,600,635.

    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 90,832 shares
    Change vs previous 13F -3,369 shares

    0.76% of the 13F portfolio, value $7,733,436.

    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 94,201 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,240,703.

    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).