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Marks Group Wealth Management, Inc: FBND position timeline

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

Marks Group Wealth Management, Inc held 77,859 FBND 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 77,859 shares
    Change vs previous 13F -2,133 shares

    0.31% of the 13F portfolio, value $3,541,783.

    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 79,992 shares
    Change vs previous 13F +72,241 shares

    0.35% of the 13F portfolio, value $3,649,235.

    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 7,751 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $356,856.

    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).