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Marks Group Wealth Management, Inc: SPGI position timeline

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

Marks Group Wealth Management, Inc held 961 SPGI 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 961 shares
    Change vs previous 13F +46 shares

    0.03% of the 13F portfolio, value $391,380.

    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 915 shares
    Change vs previous 13F -6,128 shares

    0.04% of the 13F portfolio, value $389,189.

    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 7,043 shares
    Change vs previous 13F -10,614 shares

    0.35% of the 13F portfolio, value $3,680,601.

    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 17,657 shares
    Change vs previous 13F -854 shares

    0.8% of the 13F portfolio, value $8,593,839.

    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 18,511 shares
    Change vs previous 13F +62 shares

    0.91% of the 13F portfolio, value $9,760,722.

    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 18,449 shares
    Change vs previous 13F +452 shares

    0.9% of the 13F portfolio, value $9,373,965.

    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 17,997 shares
    Change vs previous 13F +358 shares

    0.88% of the 13F portfolio, value $8,963,091.

    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 17,639 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $9,112,706.

    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).