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Marks Group Wealth Management, Inc: RBA position timeline

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

Marks Group Wealth Management, Inc held 54,763 RBA 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 54,763 shares
    Change vs previous 13F -12,203 shares

    0.56% of the 13F portfolio, value $6,377,152.

    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 66,966 shares
    Change vs previous 13F -10,712 shares

    0.62% of the 13F portfolio, value $6,418,691.

    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 77,678 shares
    Change vs previous 13F -8,169 shares

    0.77% of the 13F portfolio, value $7,990,736.

    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 85,847 shares
    Change vs previous 13F -4,792 shares

    0.86% of the 13F portfolio, value $9,302,380.

    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 90,639 shares
    Change vs previous 13F -3,340 shares

    0.9% of the 13F portfolio, value $9,624,956.

    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 93,979 shares
    Change vs previous 13F -5,685 shares

    0.91% of the 13F portfolio, value $9,426,094.

    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 99,664 shares
    Change vs previous 13F -3,950 shares

    0.89% of the 13F portfolio, value $8,990,700.

    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 103,614 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $8,339,891.

    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).