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Marks Group Wealth Management, Inc: MRSH position timeline

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

Marks Group Wealth Management, Inc held 23,922 MRSH 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 23,922 shares
    Change vs previous 13F -10,294 shares

    0.35% of the 13F portfolio, value $3,987,080.

    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 34,216 shares
    Change vs previous 13F +179 shares

    0.57% of the 13F portfolio, value $5,934,809.

    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 34,037 shares
    Change vs previous 13F -3,200 shares

    0.6% of the 13F portfolio, value $6,314,544.

    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 37,237 shares
    Change vs previous 13F -742 shares

    0.7% of the 13F portfolio, value $7,504,373.

    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 37,979 shares
    Change vs previous 13F +237 shares

    0.77% of the 13F portfolio, value $8,303,729.

    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 37,742 shares
    Change vs previous 13F +615 shares

    0.89% of the 13F portfolio, value $9,210,181.

    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 37,127 shares
    Change vs previous 13F -1,026 shares

    0.78% of the 13F portfolio, value $7,886,146.

    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 38,153 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $8,511,553.

    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).