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Marks Group Wealth Management, Inc: RMD position timeline

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

Marks Group Wealth Management, Inc held 9,548 RMD 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 9,548 shares
    Change vs previous 13F -17,694 shares

    0.16% of the 13F portfolio, value $1,860,715.

    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 27,242 shares
    Change vs previous 13F -3,397 shares

    0.59% of the 13F portfolio, value $6,115,172.

    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 30,639 shares
    Change vs previous 13F -3,659 shares

    0.71% of the 13F portfolio, value $7,380,016.

    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 34,298 shares
    Change vs previous 13F -1,696 shares

    0.87% of the 13F portfolio, value $9,388,391.

    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 35,994 shares
    Change vs previous 13F -2,037 shares

    0.86% of the 13F portfolio, value $9,286,452.

    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 38,031 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,513,239.

    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).