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Marks Group Wealth Management, Inc: EIX position timeline

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

Marks Group Wealth Management, Inc held 21,310 EIX 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 21,310 shares
    Change vs previous 13F -270 shares

    0.14% of the 13F portfolio, value $1,586,530.

    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 21,580 shares
    Change vs previous 13F -934 shares

    0.15% of the 13F portfolio, value $1,579,225.

    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 22,514 shares
    Change vs previous 13F +2,841 shares

    0.13% of the 13F portfolio, value $1,351,290.

    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 19,673 shares
    Change vs previous 13F +463 shares

    0.1% of the 13F portfolio, value $1,087,523.

    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 19,210 shares
    Change vs previous 13F -5,877 shares

    0.09% of the 13F portfolio, value $991,236.

    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 25,087 shares
    Change vs previous 13F +1,420 shares

    0.14% of the 13F portfolio, value $1,478,126.

    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 23,667 shares
    Change vs previous 13F -11,006 shares

    0.19% of the 13F portfolio, value $1,889,573.

    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 34,673 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,019,671.

    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).