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Marks Group Wealth Management, Inc: MSCI position timeline

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

Marks Group Wealth Management, Inc held 1,397 MSCI 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 1,397 shares
    Change vs previous 13F +842 shares

    0.07% of the 13F portfolio, value $782,376.

    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 555 shares
    Change vs previous 13F -9,173 shares

    0.03% of the 13F portfolio, value $299,150.

    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 9,728 shares
    Change vs previous 13F -12,376 shares

    0.53% of the 13F portfolio, value $5,581,245.

    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 22,104 shares
    Change vs previous 13F -740 shares

    1.17% of the 13F portfolio, value $12,542,031.

    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 22,844 shares
    Change vs previous 13F +528 shares

    1.23% of the 13F portfolio, value $13,175,176.

    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 22,316 shares
    Change vs previous 13F +753 shares

    1.21% of the 13F portfolio, value $12,619,759.

    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 21,563 shares
    Change vs previous 13F +598 shares

    1.27% of the 13F portfolio, value $12,938,015.

    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 20,965 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $12,221,127.

    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).