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Marks Group Wealth Management, Inc: QUAL position timeline

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

Marks Group Wealth Management, Inc held 16,219 QUAL 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 16,219 shares
    Change vs previous 13F -513 shares

    0.31% of the 13F portfolio, value $3,558,935.

    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 16,732 shares
    Change vs previous 13F +2,289 shares

    0.31% of the 13F portfolio, value $3,209,365.

    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 14,443 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $2,868,669.

    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 14,443 shares
    Change vs previous 13F -129 shares

    0.26% of the 13F portfolio, value $2,809,164.

    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 14,572 shares
    Change vs previous 13F +125 shares

    0.25% of the 13F portfolio, value $2,664,053.

    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 14,447 shares
    Change vs previous 13F -117 shares

    0.24% of the 13F portfolio, value $2,468,848.

    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 14,564 shares
    Change vs previous 13F -185 shares

    0.26% of the 13F portfolio, value $2,593,557.

    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 14,749 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,644,496.

    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).