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Marks Wealth, LLC: BDX position timeline

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

Marks Wealth, LLC held 1,730 BDX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,730 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $261,776.

    13F-HR 0002085853-26-000902 filed by Marks Wealth, LLC
    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 1,727 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $271,590.

    13F-HR 0002085853-26-000552 filed by Marks Wealth, LLC
    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 1,725 shares
    Change vs previous 13F +2 shares

    0.11% of the 13F portfolio, value $334,754.

    13F-HR 0002085853-26-000166 filed by Marks Wealth, LLC
    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 1,723 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $322,493.

    13F-HR 0002085853-25-000180 filed by Marks Wealth, LLC
    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 1,721 shares
    Change vs previous 13F -355 shares

    0.1% of the 13F portfolio, value $296,442.

    13F-HR 0001667731-25-000881 filed by Marks Wealth, LLC
    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 2,076 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $475,529.

    13F-HR 0001667731-25-000550 filed by Marks Wealth, LLC
    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 2,076 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $470,982.

    13F-HR 0001667731-25-000043 filed by Marks Wealth, LLC
    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 2,076 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $500,524.

    13F-HR 0001838660-24-000005 filed by Marks Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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