Skip to content
Disclosery

Marks Group Wealth Management, Inc: FISV position timeline

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

Marks Group Wealth Management, Inc held 64,607 FISV 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 64,607 shares
    Change vs previous 13F -35,440 shares

    0.28% of the 13F portfolio, value $3,168,973.

    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 100,047 shares
    Change vs previous 13F +55,318 shares

    0.54% of the 13F portfolio, value $5,582,623.

    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 44,729 shares
    Change vs previous 13F -4,379 shares

    0.29% of the 13F portfolio, value $3,004,447.

    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 49,108 shares
    Change vs previous 13F -833 shares

    0.59% of the 13F portfolio, value $6,331,494.

    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 49,941 shares
    Change vs previous 13F +6,957 shares

    0.8% of the 13F portfolio, value $8,610,328.

    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 42,984 shares
    Change vs previous 13F -7,297 shares

    0.91% of the 13F portfolio, value $9,492,157.

    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 50,281 shares
    Change vs previous 13F -3,307 shares

    1.02% of the 13F portfolio, value $10,328,723.

    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 53,588 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $9,627,085.

    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).