Marks Group Wealth Management, Inc
Position in APOG — Apogee Enterprises, Inc.
CIK 1802473
MINNETONKA, MN
Position in APOG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$457,400
+$122,000 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#122
of 236 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APOG Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $6,056,644 across 3 Building Products & Equipment names. APOG ranks #2 (7.6% of the industry book) .
All Filings in APOG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,400 | 10,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $335,400 | 10,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $364,100 | 10,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $435,700 | 10,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $406,000 | 10,000 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $463,300 | 10,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $714,100 | 10,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $700,200 | 10,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $628,400 | 10,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $651,200 | 11,000 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $587,510 | 11,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $517,880 | 11,000 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $522,170 | 11,000 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $475,750 | 11,000 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $489,060 | 11,000 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $420,420 | 11,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $431,420 | 11,000 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $522,060 | 11,000 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $529,650 | 11,000 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $415,360 | 11,000 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||