Marks Group Wealth Management, Inc: LPLA position timeline

Marks Group Wealth Management, Inc held 1,231 LPLA 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 1,231 shares

   Change vs previous 13F +149 shares

   0.03% of the 13F portfolio, value $346,748.

   13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,082 shares

   Change vs previous 13F +289 shares

   0.03% of the 13F portfolio, value $325,498.

   13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 793 shares

   Change vs previous 13F +56 shares

   0.03% of the 13F portfolio, value $283,236.

   13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 737 shares

   Change vs previous 13F +86 shares

   0.02% of the 13F portfolio, value $245,192.

   13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 651 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $244,105.

   13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).