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Marks Group Wealth Management, Inc: HLN position timeline

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

Marks Group Wealth Management, Inc held 28,009 HLN 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 28,009 shares
    Change vs previous 13F -2,778 shares

    0.02% of the 13F portfolio, value $261,324.

    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 30,787 shares
    Change vs previous 13F -350 shares

    0.03% of the 13F portfolio, value $308,178.

    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 31,137 shares
    Change vs previous 13F -901 shares

    0.03% of the 13F portfolio, value $314,795.

    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 32,038 shares
    Change vs previous 13F -8,767 shares

    0.03% of the 13F portfolio, value $287,381.

    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 40,805 shares
    Change vs previous 13F -30,414 shares

    0.04% of the 13F portfolio, value $423,148.

    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 71,219 shares
    Change vs previous 13F -22,388 shares

    0.07% of the 13F portfolio, value $732,844.

    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 93,607 shares
    Change vs previous 13F -58,131 shares

    0.09% of the 13F portfolio, value $893,011.

    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 151,738 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,605,388.

    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).