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Marks Group Wealth Management, Inc: WSO position timeline

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

Marks Group Wealth Management, Inc held 9,803 WSO 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 9,803 shares
    Change vs previous 13F -6,401 shares

    0.36% of the 13F portfolio, value $4,085,204.

    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 16,204 shares
    Change vs previous 13F -516 shares

    0.57% of the 13F portfolio, value $5,894,853.

    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 16,720 shares
    Change vs previous 13F -1,687 shares

    0.54% of the 13F portfolio, value $5,633,804.

    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 18,407 shares
    Change vs previous 13F -467 shares

    0.69% of the 13F portfolio, value $7,441,950.

    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 18,874 shares
    Change vs previous 13F +934 shares

    0.78% of the 13F portfolio, value $8,335,136.

    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 17,940 shares
    Change vs previous 13F +413 shares

    0.88% of the 13F portfolio, value $9,118,902.

    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 17,527 shares
    Change vs previous 13F -641 shares

    0.82% of the 13F portfolio, value $8,305,870.

    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 18,168 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,936,476.

    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).