Skip to content
Disclosery

Marks Group Wealth Management, Inc: MSFT position timeline

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

Marks Group Wealth Management, Inc held 33,921 MSFT 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 33,921 shares
    Change vs previous 13F -4,144 shares

    1.1% of the 13F portfolio, value $12,653,079.

    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 38,065 shares
    Change vs previous 13F -1,508 shares

    1.36% of the 13F portfolio, value $14,090,497.

    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 39,573 shares
    Change vs previous 13F +9,711 shares

    1.83% of the 13F portfolio, value $19,138,422.

    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 29,862 shares
    Change vs previous 13F -2,203 shares

    1.44% of the 13F portfolio, value $15,467,109.

    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 32,065 shares
    Change vs previous 13F -445 shares

    1.48% of the 13F portfolio, value $15,949,689.

    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 32,510 shares
    Change vs previous 13F +451 shares

    1.17% of the 13F portfolio, value $12,203,802.

    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 32,059 shares
    Change vs previous 13F +678 shares

    1.33% of the 13F portfolio, value $13,512,971.

    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 31,381 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $13,503,280.

    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).