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Marks Group Wealth Management, Inc: MUFG position timeline

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

Marks Group Wealth Management, Inc held 35,541 MUFG 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 35,541 shares
    Change vs previous 13F -44,024 shares

    0.06% of the 13F portfolio, value $706,910.

    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 79,565 shares
    Change vs previous 13F -108 shares

    0.13% of the 13F portfolio, value $1,350,219.

    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 79,673 shares
    Change vs previous 13F +19,899 shares

    0.12% of the 13F portfolio, value $1,263,614.

    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 59,774 shares
    Change vs previous 13F +8,338 shares

    0.09% of the 13F portfolio, value $952,798.

    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 51,436 shares
    Change vs previous 13F +2,266 shares

    0.07% of the 13F portfolio, value $705,702.

    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 49,170 shares
    Change vs previous 13F +13,136 shares

    0.06% of the 13F portfolio, value $670,187.

    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 36,034 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $422,319.

    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).