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Marks Group Wealth Management, Inc: PRI position timeline

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

Marks Group Wealth Management, Inc held 19,139 PRI 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 19,139 shares
    Change vs previous 13F -6,764 shares

    0.47% of the 13F portfolio, value $5,439,304.

    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 25,903 shares
    Change vs previous 13F -2,996 shares

    0.63% of the 13F portfolio, value $6,488,058.

    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 28,899 shares
    Change vs previous 13F -3,286 shares

    0.71% of the 13F portfolio, value $7,466,346.

    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 32,185 shares
    Change vs previous 13F -1,069 shares

    0.83% of the 13F portfolio, value $8,934,235.

    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 33,254 shares
    Change vs previous 13F +653 shares

    0.85% of the 13F portfolio, value $9,100,622.

    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 32,601 shares
    Change vs previous 13F -759 shares

    0.89% of the 13F portfolio, value $9,275,963.

    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 33,360 shares
    Change vs previous 13F -1,656 shares

    0.89% of the 13F portfolio, value $9,054,571.

    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 35,016 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $9,284,492.

    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).