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Marks Group Wealth Management, Inc: FICO position timeline

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

Marks Group Wealth Management, Inc held 1,922 FICO 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 1,922 shares
    Change vs previous 13F -496 shares

    0.2% of the 13F portfolio, value $2,296,367.

    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 2,418 shares
    Change vs previous 13F -1,005 shares

    0.25% of the 13F portfolio, value $2,581,311.

    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 3,423 shares
    Change vs previous 13F -1,075 shares

    0.55% of the 13F portfolio, value $5,786,993.

    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 4,498 shares
    Change vs previous 13F -207 shares

    0.63% of the 13F portfolio, value $6,731,392.

    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 4,705 shares
    Change vs previous 13F -166 shares

    0.8% of the 13F portfolio, value $8,600,552.

    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 4,871 shares
    Change vs previous 13F -72 shares

    0.86% of the 13F portfolio, value $8,982,904.

    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 4,943 shares
    Change vs previous 13F -149 shares

    0.97% of the 13F portfolio, value $9,841,167.

    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 5,092 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $9,896,404.

    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).