Skip to content

Marks Group Wealth Management, Inc: MDT position timeline

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

Marks Group Wealth Management, Inc held 32,980 MDT 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 32,980 shares
    Change vs previous 13F +382 shares

    0.22% of the 13F portfolio, value $2,580,025.

    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 32,598 shares
    Change vs previous 13F +3,019 shares

    0.27% of the 13F portfolio, value $2,824,616.

    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 29,579 shares
    Change vs previous 13F +82 shares

    0.27% of the 13F portfolio, value $2,841,359.

    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 29,497 shares
    Change vs previous 13F +671 shares

    0.26% of the 13F portfolio, value $2,809,295.

    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 28,826 shares
    Change vs previous 13F -6,227 shares

    0.23% of the 13F portfolio, value $2,512,762.

    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 35,053 shares
    Change vs previous 13F +441 shares

    0.3% of the 13F portfolio, value $3,149,862.

    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 34,612 shares
    Change vs previous 13F +349 shares

    0.27% of the 13F portfolio, value $2,764,807.

    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 34,263 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,084,698.

    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).