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Marks Group Wealth Management, Inc: ICE position timeline

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

Marks Group Wealth Management, Inc held 55,098 ICE 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 55,098 shares
    Change vs previous 13F -18,995 shares

    0.59% of the 13F portfolio, value $6,783,115.

    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 74,093 shares
    Change vs previous 13F -22,877 shares

    1.12% of the 13F portfolio, value $11,653,269.

    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 96,970 shares
    Change vs previous 13F -13,918 shares

    1.5% of the 13F portfolio, value $15,705,262.

    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 110,888 shares
    Change vs previous 13F -6,546 shares

    1.74% of the 13F portfolio, value $18,682,410.

    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 117,434 shares
    Change vs previous 13F -2,143 shares

    2% of the 13F portfolio, value $21,545,525.

    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 119,577 shares
    Change vs previous 13F +15,282 shares

    1.98% of the 13F portfolio, value $20,627,077.

    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 104,295 shares
    Change vs previous 13F -606 shares

    1.53% of the 13F portfolio, value $15,541,007.

    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 104,901 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $16,851,296.

    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).