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Marks Group Wealth Management, Inc: PH position timeline

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

Marks Group Wealth Management, Inc held 4,599 PH 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 4,599 shares
    Change vs previous 13F -3,692 shares

    0.39% of the 13F portfolio, value $4,498,374.

    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 8,291 shares
    Change vs previous 13F -3,126 shares

    0.72% of the 13F portfolio, value $7,421,987.

    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 11,417 shares
    Change vs previous 13F -1,792 shares

    0.96% of the 13F portfolio, value $10,035,086.

    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 13,209 shares
    Change vs previous 13F -883 shares

    0.93% of the 13F portfolio, value $10,014,404.

    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 14,092 shares
    Change vs previous 13F -537 shares

    0.92% of the 13F portfolio, value $9,842,839.

    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 14,629 shares
    Change vs previous 13F -343 shares

    0.86% of the 13F portfolio, value $8,892,238.

    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 14,972 shares
    Change vs previous 13F -816 shares

    0.94% of the 13F portfolio, value $9,522,641.

    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 15,788 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $9,975,174.

    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).