Skip to content
Disclosery

Marks Group Wealth Management, Inc: FCN position timeline

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

Marks Group Wealth Management, Inc held 23,421 FCN 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 23,421 shares
    Change vs previous 13F -13,723 shares

    0.3% of the 13F portfolio, value $3,489,963.

    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 37,144 shares
    Change vs previous 13F +13,856 shares

    0.63% of the 13F portfolio, value $6,565,945.

    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 23,288 shares
    Change vs previous 13F -25,122 shares

    0.38% of the 13F portfolio, value $3,978,289.

    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 48,410 shares
    Change vs previous 13F -1,797 shares

    0.73% of the 13F portfolio, value $7,825,476.

    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 50,207 shares
    Change vs previous 13F +938 shares

    0.75% of the 13F portfolio, value $8,108,431.

    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 49,269 shares
    Change vs previous 13F +15,142 shares

    0.78% of the 13F portfolio, value $8,084,058.

    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 34,127 shares
    Change vs previous 13F -3,997 shares

    0.64% of the 13F portfolio, value $6,522,694.

    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 38,124 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $8,675,497.

    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).