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Marks Group Wealth Management, Inc: IVW position timeline

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

Marks Group Wealth Management, Inc held 280,897 IVW 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 280,897 shares
    Change vs previous 13F +139,214 shares

    3.37% of the 13F portfolio, value $38,631,799.

    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 141,683 shares
    Change vs previous 13F +114,298 shares

    1.55% of the 13F portfolio, value $16,025,736.

    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 27,385 shares
    Change vs previous 13F +6,656 shares

    0.32% of the 13F portfolio, value $3,375,475.

    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 20,729 shares
    Change vs previous 13F +42 shares

    0.23% of the 13F portfolio, value $2,502,345.

    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 20,687 shares
    Change vs previous 13F +5 shares

    0.21% of the 13F portfolio, value $2,277,639.

    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 20,682 shares
    Change vs previous 13F +169 shares

    0.18% of the 13F portfolio, value $1,919,910.

    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 20,513 shares
    Change vs previous 13F +55 shares

    0.21% of the 13F portfolio, value $2,082,685.

    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 20,458 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,958,854.

    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).