Marks Group Wealth Management, Inc
Position in RUNN — Strategic Trust Running Oak Efficient Growth ETF
CIK 1802473
MINNETONKA, MN
Position in RUNN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$349,510
+$24,846 QoQ
Shares Held
10,851
+11.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RUNN Over Time
Shares Held
Position Value (USD)
All Filings in RUNN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $349,510 | 10,851 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $324,664 | 9,738 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $402,112 | 11,734 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $385,245 | 11,385 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $926,849 | 28,580 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $348,181 | 10,625 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $262,692 | 7,858 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $215,452 | 7,058 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $235,044 | 7,540 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,968,207 | 212,543 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,275,862 | 207,409 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||