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Marks Group Wealth Management, Inc: URI position timeline

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

Marks Group Wealth Management, Inc held 200 URI 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 200 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $226,578.

    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 ยง4.2).