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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

AMP holding history

Ameriprise Financial Inc in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
2,858
Value
$1.31M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of AMP by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,858$1.31M0.1%00.0%UnchangedHolders
Q1 20262,858$1.27M0.1%−10−0.3%ReducedHolders
Q4 20252,868$1.41M0.1%00.0%UnchangedHolders
Q3 20252,868$1.41M0.1%00.0%UnchangedHolders
Q2 20252,868$1.53M0.1%00.0%UnchangedHolders
Q1 20252,868$1.39M0.1%00.0%UnchangedHolders
Q4 20242,868$1.53M0.2%00.0%UnchangedHolders
Q3 20242,868$1.35M0.1%+10+0.3%AddedHolders
Q2 20242,858$1.22M0.1%00.0%UnchangedHolders
Q1 20242,858$1.25M0.1%00.0%UnchangedHolders
Q4 20232,858$1.09M0.1%00.0%UnchangedHolders
Q3 20232,858$942.2K0.1%00.0%UnchangedHolders
Q2 20232,858$949.3K0.1%00.0%UnchangedHolders
Q1 20232,858$876.0K0.1%+118+4.3%AddedHolders
Q4 20222,740$853.2K0.1%00.0%UnchangedHolders
Q3 20222,740$690.0K0.1%00.0%UnchangedHolders
Q2 20222,740$651.0K0.1%00.0%UnchangedHolders
Q1 20222,740$823.0K0.1%00.0%UnchangedHolders
Q4 20212,740$826.0K0.1%+2,740NewHolders