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Marks Group Wealth Management, Inc: J position timeline

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

Marks Group Wealth Management, Inc held 31,128 J 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 31,128 shares
    Change vs previous 13F -16,817 shares

    0.34% of the 13F portfolio, value $3,922,128.

    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 47,945 shares
    Change vs previous 13F -6,221 shares

    0.59% of the 13F portfolio, value $6,102,376.

    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 54,166 shares
    Change vs previous 13F -7,584 shares

    0.69% of the 13F portfolio, value $7,174,828.

    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 61,750 shares
    Change vs previous 13F -3,960 shares

    0.86% of the 13F portfolio, value $9,253,855.

    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 65,710 shares
    Change vs previous 13F -346 shares

    0.8% of the 13F portfolio, value $8,637,579.

    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 66,056 shares
    Change vs previous 13F +4,683 shares

    0.77% of the 13F portfolio, value $7,985,510.

    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 61,373 shares
    Change vs previous 13F -2,701 shares

    0.81% of the 13F portfolio, value $8,200,660.

    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 64,074 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $8,387,287.

    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).