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Marks Group Wealth Management, Inc: SAIA position timeline

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

Marks Group Wealth Management, Inc held 11,644 SAIA 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 11,644 shares
    Change vs previous 13F -7,396 shares

    0.43% of the 13F portfolio, value $4,903,987.

    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 19,040 shares
    Change vs previous 13F +4,717 shares

    0.64% of the 13F portfolio, value $6,688,371.

    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 14,323 shares
    Change vs previous 13F -14,632 shares

    0.45% of the 13F portfolio, value $4,676,746.

    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 28,955 shares
    Change vs previous 13F -1,919 shares

    0.81% of the 13F portfolio, value $8,667,969.

    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 30,874 shares
    Change vs previous 13F +9,445 shares

    0.79% of the 13F portfolio, value $8,459,167.

    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 21,429 shares
    Change vs previous 13F +2,212 shares

    0.72% of the 13F portfolio, value $7,487,936.

    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 19,217 shares
    Change vs previous 13F -1,096 shares

    0.86% of the 13F portfolio, value $8,757,763.

    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 20,313 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,882,062.

    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).