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Marks Group Wealth Management, Inc: META position timeline

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

Marks Group Wealth Management, Inc held 20,439 META 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 20,439 shares
    Change vs previous 13F -1,156 shares

    1% of the 13F portfolio, value $11,513,287.

    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 21,595 shares
    Change vs previous 13F -3,661 shares

    1.19% of the 13F portfolio, value $12,355,333.

    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 25,256 shares
    Change vs previous 13F +8,700 shares

    1.6% of the 13F portfolio, value $16,671,412.

    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 16,556 shares
    Change vs previous 13F -5,348 shares

    1.13% of the 13F portfolio, value $12,158,571.

    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 21,904 shares
    Change vs previous 13F -391 shares

    1.5% of the 13F portfolio, value $16,167,306.

    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 22,295 shares
    Change vs previous 13F -546 shares

    1.24% of the 13F portfolio, value $12,850,062.

    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 22,841 shares
    Change vs previous 13F -284 shares

    1.32% of the 13F portfolio, value $13,373,803.

    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 23,125 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $13,237,816.

    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).