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Marks Group Wealth Management, Inc: IBKR position timeline

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

Marks Group Wealth Management, Inc held 13,881 IBKR 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 13,881 shares
    Change vs previous 13F -13,838 shares

    0.11% of the 13F portfolio, value $1,208,202.

    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 27,719 shares
    Change vs previous 13F -5,965 shares

    0.18% of the 13F portfolio, value $1,859,113.

    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 33,684 shares
    Change vs previous 13F -10,639 shares

    0.21% of the 13F portfolio, value $2,166,218.

    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 44,323 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,049,867.

    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).