Marks Group Wealth Management, Inc: IDEF position timeline

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

Marks Group Wealth Management, Inc held 0 IDEF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 0 shares
Change vs previous 13F -161,230 shares
13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2026-03-31
13F 161,230 shares
Change vs previous 13F not available
0.51% of the 13F portfolio, value $5,275,446.
13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).