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Marks Group Wealth Management, Inc: EFV position timeline

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

Marks Group Wealth Management, Inc held 267,272 EFV 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 267,272 shares
    Change vs previous 13F -179,192 shares

    1.78% of the 13F portfolio, value $20,459,634.

    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 446,464 shares
    Change vs previous 13F +97,024 shares

    3.2% of the 13F portfolio, value $33,194,598.

    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 349,440 shares
    Change vs previous 13F +84,231 shares

    2.39% of the 13F portfolio, value $24,953,510.

    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 265,209 shares
    Change vs previous 13F +66,271 shares

    1.67% of the 13F portfolio, value $17,989,126.

    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 198,938 shares
    Change vs previous 13F +63,038 shares

    1.17% of the 13F portfolio, value $12,628,584.

    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 135,900 shares
    Change vs previous 13F -24,727 shares

    0.77% of the 13F portfolio, value $8,009,946.

    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 160,627 shares
    Change vs previous 13F +5,734 shares

    0.83% of the 13F portfolio, value $8,428,099.

    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 154,893 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,910,994.

    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).