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Marks Group Wealth Management, Inc: WDS position timeline

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

Marks Group Wealth Management, Inc held 13,924 WDS 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 13,924 shares
    Change vs previous 13F +3,630 shares

    0.02% of the 13F portfolio, value $269,012.

    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 10,294 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $245,821.

    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).