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Marks Group Wealth Management, Inc: HDB position timeline

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

Marks Group Wealth Management, Inc held 0 HDB 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 0 shares
    Change vs previous 13F -12,806 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 12,806 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $318,613.

    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 12,798 shares
    Change vs previous 13F -507 shares

    0.04% of the 13F portfolio, value $467,638.

    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 13,305 shares
    Change vs previous 13F -5,405 shares

    0.04% of the 13F portfolio, value $454,499.

    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 18,710 shares
    Change vs previous 13F +2,062 shares

    0.13% of the 13F portfolio, value $1,434,496.

    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 16,648 shares
    Change vs previous 13F -875 shares

    0.11% of the 13F portfolio, value $1,106,093.

    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 17,523 shares
    Change vs previous 13F -4,074 shares

    0.11% of the 13F portfolio, value $1,119,019.

    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 21,597 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,351,109.

    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).