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Marks Group Wealth Management, Inc: FDS position timeline

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

Marks Group Wealth Management, Inc held 15,590 FDS 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 15,590 shares
    Change vs previous 13F -8,334 shares

    0.31% of the 13F portfolio, value $3,586,947.

    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 23,924 shares
    Change vs previous 13F +7,626 shares

    0.5% of the 13F portfolio, value $5,191,269.

    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 16,298 shares
    Change vs previous 13F -13,798 shares

    0.45% of the 13F portfolio, value $4,729,517.

    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 30,096 shares
    Change vs previous 13F -3,322 shares

    0.8% of the 13F portfolio, value $8,622,203.

    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 33,418 shares
    Change vs previous 13F +568 shares

    1.39% of the 13F portfolio, value $14,947,258.

    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 32,850 shares
    Change vs previous 13F +1,285 shares

    1.44% of the 13F portfolio, value $14,934,951.

    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 31,565 shares
    Change vs previous 13F -256 shares

    1.49% of the 13F portfolio, value $15,160,078.

    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 31,821 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $14,632,918.

    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).