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Marks Group Wealth Management, Inc: GWW position timeline

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

Marks Group Wealth Management, Inc held 5,178 GWW 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 5,178 shares
    Change vs previous 13F -1,822 shares

    0.61% of the 13F portfolio, value $7,044,546.

    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 7,000 shares
    Change vs previous 13F -889 shares

    0.74% of the 13F portfolio, value $7,635,557.

    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 7,889 shares
    Change vs previous 13F -796 shares

    0.76% of the 13F portfolio, value $7,960,401.

    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 8,685 shares
    Change vs previous 13F -242 shares

    0.77% of the 13F portfolio, value $8,276,302.

    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 8,927 shares
    Change vs previous 13F -347 shares

    0.86% of the 13F portfolio, value $9,285,888.

    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 9,274 shares
    Change vs previous 13F +389 shares

    0.88% of the 13F portfolio, value $9,160,673.

    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 8,885 shares
    Change vs previous 13F -418 shares

    0.92% of the 13F portfolio, value $9,365,645.

    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 9,303 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $9,664,331.

    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).