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Marks Group Wealth Management, Inc: SE position timeline

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

Marks Group Wealth Management, Inc held 4,885 SE 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 4,885 shares
    Change vs previous 13F -3,407 shares

    0.04% of the 13F portfolio, value $468,130.

    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 8,292 shares
    Change vs previous 13F -3,509 shares

    0.07% of the 13F portfolio, value $686,660.

    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 11,801 shares
    Change vs previous 13F +1,383 shares

    0.14% of the 13F portfolio, value $1,505,454.

    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 10,418 shares
    Change vs previous 13F +1,781 shares

    0.17% of the 13F portfolio, value $1,862,009.

    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 8,637 shares
    Change vs previous 13F +1,006 shares

    0.13% of the 13F portfolio, value $1,381,402.

    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 7,631 shares
    Change vs previous 13F -437 shares

    0.1% of the 13F portfolio, value $995,769.

    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 8,068 shares
    Change vs previous 13F +851 shares

    0.08% of the 13F portfolio, value $856,015.

    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 7,217 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $680,419.

    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).