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Marks Group Wealth Management, Inc: PAGP position timeline

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

Marks Group Wealth Management, Inc held 48,140 PAGP 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 48,140 shares
    Change vs previous 13F -501 shares

    0.1% of the 13F portfolio, value $1,168,358.

    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 48,641 shares
    Change vs previous 13F -664 shares

    0.11% of the 13F portfolio, value $1,181,003.

    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 49,305 shares
    Change vs previous 13F +6,496 shares

    0.09% of the 13F portfolio, value $943,697.

    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 42,809 shares
    Change vs previous 13F +1,233 shares

    0.07% of the 13F portfolio, value $780,836.

    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 41,576 shares
    Change vs previous 13F -398 shares

    0.08% of the 13F portfolio, value $807,822.

    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 41,974 shares
    Change vs previous 13F +198 shares

    0.09% of the 13F portfolio, value $896,565.

    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 41,776 shares
    Change vs previous 13F -237 shares

    0.08% of the 13F portfolio, value $767,843.

    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 42,013 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $777,241.

    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).