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Marks Group Wealth Management, Inc: HSBC position timeline

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

Marks Group Wealth Management, Inc held 7,297 HSBC 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 7,297 shares
    Change vs previous 13F -11,654 shares

    0.06% of the 13F portfolio, value $693,872.

    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 18,951 shares
    Change vs previous 13F +212 shares

    0.15% of the 13F portfolio, value $1,563,268.

    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 18,739 shares
    Change vs previous 13F +10,001 shares

    0.14% of the 13F portfolio, value $1,474,198.

    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 8,738 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $620,223.

    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).