Marks Group Wealth Management, Inc: ES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marks Group Wealth Management, Inc on ES, newest first. How the timeline and the estimate are built.
Marks Group Wealth Management, Inc held 16,827 ES shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 16,827 sharesChange vs previous 13F +311 shares
0.11% of the 13F portfolio, value $1,216,087.
13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 16,516 sharesChange vs previous 13F +133 shares
0.11% of the 13F portfolio, value $1,144,229.
13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,383 sharesChange vs previous 13F +1,422 shares
0.11% of the 13F portfolio, value $1,103,067.
13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 14,961 sharesChange vs previous 13F +412 shares
0.1% of the 13F portfolio, value $1,064,298.
13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 14,549 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $925,598.
13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).