Position in CI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,015,554
-$2,262,407 QoQ
Shares Held
14,566
-38.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#455
of 1,682 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $16,137,479 across 3 Healthcare Plans names. CI ranks #2 (24.9% of the industry book) .
All Filings in CI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,015,554 | 14,566 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $6,277,961 | 23,535 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $3,760,191 | 13,662 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $7,635,165 | 26,488 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $8,925,329 | 26,999 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $8,936,956 | 27,164 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $6,081,430 | 22,023 | Shares | Other | 2025-01-29 | |
| 2024-09-30 | $8,319,063 | 24,013 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $210,572 | 637 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $303,989 | 837 | Shares | Other | 2024-04-29 | |
| 2023-12-31 | $259,922 | 868 | Shares | Other | 2024-02-01 | |
| 2023-09-30 | $244,589 | 855 | Shares | Other | 2023-10-30 | |
| 2023-06-30 | $239,912 | 855 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $218,477 | 855 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $283,295 | 855 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $237,236 | 855 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $225,308 | 855 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $204,866 | 855 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||