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Marks Group Wealth Management, Inc: DRI position timeline

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

Marks Group Wealth Management, Inc held 24,081 DRI 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 24,081 shares
    Change vs previous 13F -10,955 shares

    0.43% of the 13F portfolio, value $4,960,927.

    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 35,036 shares
    Change vs previous 13F -4,414 shares

    0.66% of the 13F portfolio, value $6,868,359.

    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 39,450 shares
    Change vs previous 13F -3,791 shares

    0.7% of the 13F portfolio, value $7,259,589.

    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 43,241 shares
    Change vs previous 13F -1,241 shares

    0.76% of the 13F portfolio, value $8,231,357.

    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 44,482 shares
    Change vs previous 13F -2,696 shares

    0.9% of the 13F portfolio, value $9,695,742.

    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 47,178 shares
    Change vs previous 13F -3,241 shares

    0.94% of the 13F portfolio, value $9,801,701.

    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 50,419 shares
    Change vs previous 13F -1,432 shares

    0.93% of the 13F portfolio, value $9,412,723.

    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 51,851 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $8,510,304.

    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).