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Marks Group Wealth Management, Inc: SSNC position timeline

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

Marks Group Wealth Management, Inc held 52,711 SSNC 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 52,711 shares
    Change vs previous 13F -28,403 shares

    0.28% of the 13F portfolio, value $3,270,718.

    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 81,114 shares
    Change vs previous 13F -10,024 shares

    0.53% of the 13F portfolio, value $5,480,873.

    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 91,138 shares
    Change vs previous 13F -11,224 shares

    0.76% of the 13F portfolio, value $7,967,284.

    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 102,362 shares
    Change vs previous 13F -3,740 shares

    0.84% of the 13F portfolio, value $9,085,651.

    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 106,102 shares
    Change vs previous 13F +40 shares

    0.82% of the 13F portfolio, value $8,785,245.

    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 106,062 shares
    Change vs previous 13F -4,775 shares

    0.85% of the 13F portfolio, value $8,859,359.

    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 110,837 shares
    Change vs previous 13F -3,627 shares

    0.83% of the 13F portfolio, value $8,399,239.

    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 114,464 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $8,494,373.

    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).