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Marks Group Wealth Management, Inc: IR position timeline

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

Marks Group Wealth Management, Inc held 67,449 IR 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 67,449 shares
    Change vs previous 13F -24,214 shares

    0.48% of the 13F portfolio, value $5,530,144.

    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 91,663 shares
    Change vs previous 13F -9,657 shares

    0.71% of the 13F portfolio, value $7,344,020.

    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 101,320 shares
    Change vs previous 13F +4,598 shares

    0.77% of the 13F portfolio, value $8,026,570.

    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 96,722 shares
    Change vs previous 13F -2,469 shares

    0.74% of the 13F portfolio, value $7,991,172.

    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 99,191 shares
    Change vs previous 13F +1,056 shares

    0.77% of the 13F portfolio, value $8,250,707.

    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 98,135 shares
    Change vs previous 13F +9,067 shares

    0.76% of the 13F portfolio, value $7,853,745.

    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 89,068 shares
    Change vs previous 13F -3,730 shares

    0.79% of the 13F portfolio, value $8,057,091.

    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 92,798 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $9,109,052.

    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).