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
- period ended2026-06-3013F 1,730 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,727 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,725 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,723 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,721 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,076 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,076 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,076 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).