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Marks Group Wealth Management, Inc: IT position timeline

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

Marks Group Wealth Management, Inc held 0 IT shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -6,165 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 6,165 shares
    Change vs previous 13F -627 shares

    0.15% of the 13F portfolio, value $1,620,594.

    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).

  3. period ended2025-06-30
    13F 6,792 shares
    Change vs previous 13F +125 shares

    0.26% of the 13F portfolio, value $2,745,462.

    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).

  4. period ended2025-03-31
    13F 6,667 shares
    Change vs previous 13F +181 shares

    0.27% of the 13F portfolio, value $2,798,407.

    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).

  5. period ended2024-12-31
    13F 6,486 shares
    Change vs previous 13F +165 shares

    0.31% of the 13F portfolio, value $3,142,272.

    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).

  6. period ended2024-09-30
    13F 6,321 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,203,230.

    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).