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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

BHP holding history

BHP Group Ltd 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.

BHP overviewAll 13F holders of BHPFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of BHP by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−5,322−100.0%Sold outHolders
Q3 20255,322$296.7K<0.1%−18−0.3%ReducedHolders
Q2 20255,340$256.8K<0.1%+632+13.4%AddedHolders
Q1 20254,708$228.5K<0.1%−188−3.8%ReducedHolders
Q4 20244,896$239.1K<0.1%−3,553−42.1%ReducedHolders
Q3 20248,449$524.8K0.1%−431−4.9%ReducedHolders
Q2 20248,880$507.0K0.1%−564−6.0%ReducedHolders
Q1 20249,444$544.8K0.1%−3,477−26.9%ReducedHolders
Q4 202312,921$882.6K0.1%−497−3.7%ReducedHolders
Q3 202313,418$763.2K0.1%−339−2.5%ReducedHolders
Q2 202313,757$820.9K0.1%−43−0.3%ReducedHolders
Q1 202313,800$875.1K0.1%−40−0.3%ReducedHolders
Q4 202213,840$858.8K0.1%−412−2.9%ReducedHolders
Q3 202214,252$713.0K0.1%+217+1.5%AddedHolders
Q2 202214,035$789.0K0.1%+1,850+15.2%AddedHolders
Q1 202212,185$942.0K0.1%+2,797+29.8%AddedHolders
Q4 20219,388$570.0K0.1%+1,640+21.2%AddedHolders
Q3 20217,748$414.0K0.1%+2,581+50.0%AddedHolders
Q2 20215,167$376.0K0.1%+173+3.5%AddedHolders
Q1 20214,994$347.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.