Marks Group Wealth Management, Inc: SPMB position timeline

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

Marks Group Wealth Management, Inc held 74,258 SPMB shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 74,258 shares
Change vs previous 13F -2,429 shares
0.14% of the 13F portfolio, value $1,656,685.
13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 76,687 shares
Change vs previous 13F not available
0.17% of the 13F portfolio, value $1,717,022.
13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).