Marks Group Wealth Management, Inc: VB position timeline

Marks Group Wealth Management, Inc held 0 VB shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -3,322 shares

   13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 3,322 shares

   Change vs previous 13F -82 shares

   0.07% of the 13F portfolio, value $787,248.

   13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 3,404 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $754,837.

   13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 3,404 shares

   Change vs previous 13F +8 shares

   0.08% of the 13F portfolio, value $817,913.

   13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 3,396 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $805,565.

   13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).