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Marks Group Wealth Management, Inc: IQV position timeline

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

Marks Group Wealth Management, Inc held 22,096 IQV 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 22,096 shares
    Change vs previous 13F -10,011 shares

    0.37% of the 13F portfolio, value $4,269,390.

    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 32,107 shares
    Change vs previous 13F -8,888 shares

    0.53% of the 13F portfolio, value $5,475,571.

    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 40,995 shares
    Change vs previous 13F -7,368 shares

    0.88% of the 13F portfolio, value $9,240,683.

    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 48,363 shares
    Change vs previous 13F -2,801 shares

    0.85% of the 13F portfolio, value $9,186,068.

    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 51,164 shares
    Change vs previous 13F +5,249 shares

    0.75% of the 13F portfolio, value $8,062,935.

    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 45,915 shares
    Change vs previous 13F +11,449 shares

    0.78% of the 13F portfolio, value $8,094,815.

    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 34,466 shares
    Change vs previous 13F -136 shares

    0.67% of the 13F portfolio, value $6,772,914.

    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 34,602 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $8,199,636.

    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).