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Marks Group Wealth Management, Inc: ROP position timeline

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

Marks Group Wealth Management, Inc held 11,467 ROP 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 11,467 shares
    Change vs previous 13F -6,029 shares

    0.34% of the 13F portfolio, value $3,880,318.

    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 17,496 shares
    Change vs previous 13F +9,205 shares

    0.6% of the 13F portfolio, value $6,191,134.

    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 8,291 shares
    Change vs previous 13F -6,926 shares

    0.35% of the 13F portfolio, value $3,690,573.

    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 15,217 shares
    Change vs previous 13F -5,728 shares

    0.71% of the 13F portfolio, value $7,588,565.

    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 20,945 shares
    Change vs previous 13F -9 shares

    1.1% of the 13F portfolio, value $11,872,471.

    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 20,954 shares
    Change vs previous 13F +423 shares

    1.19% of the 13F portfolio, value $12,354,060.

    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 20,531 shares
    Change vs previous 13F -377 shares

    1.05% of the 13F portfolio, value $10,673,041.

    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 20,908 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $11,634,048.

    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).