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Marks Group Wealth Management, Inc: WDEF position timeline

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

Marks Group Wealth Management, Inc held 204,303 WDEF 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 204,303 shares
    Change vs previous 13F -57,005 shares

    0.48% of the 13F portfolio, value $5,554,999.

    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 261,308 shares
    Change vs previous 13F +149,683 shares

    0.78% of the 13F portfolio, value $8,084,870.

    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 111,625 shares
    Change vs previous 13F +27,099 shares

    0.31% of the 13F portfolio, value $3,238,241.

    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 84,526 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,847,681.

    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).