Marks Group Wealth Management, Inc PRLB — PROTO LABS INC

Ownership history in Marks Group Wealth Management, Inc  ·  19 quarters on record

AI Ownership Summary

Marks Group Wealth Management, Inc reported PROTO LABS INC (PRLB) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows PRLB at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PRLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marks Group Wealth Management, Inc's position in PROTO LABS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PRLB was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PRLB stock page Marks Group Wealth Management, Inc fund profile Marks Group Wealth Management, Inc full holdings
How Marks Group Wealth Management, Inc held PRLB — position size vs. price
% of Fund (quarterly)    PRLB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 12,052 — 0% 0.07% $687K 2026-05-05 $67.69
2025 Q4 UNCHANGED — — — 12,052 — 0% 0.06% $610K 2026-02-11 $67.15
2025 Q3 UNCHANGED — — — 12,052 — 0% 0.06% $603K 2025-11-10 $49.03
2025 Q2 UNCHANGED — — — 12,052 — 0% 0.04% $483K 2025-07-22 $38.91
2025 Q1 UNCHANGED — — — 12,052 — 0% 0.04% $422K 2025-05-01 $35.80
2024 Q4 UNCHANGED — — — 12,052 — 0% 0.05% $471K 2025-01-29 $41.31
2024 Q3 REDUCED — — — 12,052 -300 -2.4% 0.03% $354K 2024-10-30 $27.60
2024 Q2 UNCHANGED — — — 12,352 — 0% 0.04% $382K 2024-08-14 $29.29
2024 Q1 UNCHANGED — — — 12,352 — 0% 0.05% $442K 2024-04-29 $31.36
2023 Q4 UNCHANGED — — — 12,352 — 0% 0.05% $481K 2024-02-01 $36.60
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRLB

As of 2026 Q1 — sorted by position size

GAGNON SECURITIES LLC 3Y 7Y 1.46% Bastion Asset Management Inc. 0.49% Haven Private, LLC 0.34% Hillsdale Investment Management Inc. 3Y 7Y 0.27% Jackson Creek Investment Advisors LLC 3Y 0.14% Argos Wealth Advisors, LLC 0.13% Summit Global Investments 3Y 7Y 0.04% AlphaQuest LLC 0.03% NBC SECURITIES, INC. 0.02% DIMENSIONAL FUND ADVISORS LP 3Y 7Y 0.02%

FAQ About Marks Group Wealth Management, Inc and PRLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Marks Group Wealth Management, Inc reported owning PRLB?

Marks Group Wealth Management, Inc reported PRLB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PRLB position in Marks Group Wealth Management, Inc's portfolio?

The largest reported portfolio weight for PRLB was 0.07% in 2026 Q1.

What is the latest reported PRLB position on this page?

The most recent filing on this page is 2026 Q1, when Marks Group Wealth Management, Inc reported 12,052 shares, equal to 0.07% of portfolio, with an estimated market value of $687K.

What does the chart on this PRLB ownership page compare?

The chart compares Marks Group Wealth Management, Inc's quarterly PRLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Marks Group Wealth Management, Inc time their PRLB position?

Based on 13F filing dates vs. subsequent PRLB price moves, Marks Group Wealth Management, Inc correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on PRLB relative to SPY over the holding period was -7.5%.

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