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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

BLK holding history

BlackRock, 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.

BLK overviewAll 13F holders of BLKFull Q2 2026 holdings

Shares (Q2 2026)
1,952
Value
$1.88M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BLK by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,952$1.88M0.2%+44+2.3%AddedHolders
Q1 20261,908$1.83M0.2%+38+2.0%AddedHolders
Q4 20251,870$2.00M0.2%+175+10.3%AddedHolders
Q3 20251,695$1.98M0.2%−618−26.7%ReducedHolders
Q2 20252,313$2.43M0.2%−39−1.7%ReducedHolders
Q1 20252,352$2.23M0.2%+18+0.8%AddedHolders
Q4 20242,334$2.39M0.2%−43−1.8%ReducedHolders
Q3 20242,377$2.26M0.2%+420+21.5%AddedHolders
Q2 20241,957$1.54M0.2%−59−2.9%ReducedHolders
Q1 20242,016$1.68M0.2%−221−9.9%ReducedHolders
Q4 20232,237$1.82M0.2%−231−9.4%ReducedHolders
Q3 20232,468$1.60M0.2%−185−7.0%ReducedHolders
Q2 20232,653$1.83M0.2%−163−5.8%ReducedHolders
Q1 20232,816$1.88M0.2%+220+8.5%AddedHolders
Q4 20222,596$1.84M0.3%+239+10.1%AddedHolders
Q3 20222,357$1.30M0.2%+271+13.0%AddedHolders
Q2 20222,086$1.27M0.2%+1,040+99.4%AddedHolders
Q1 20221,046$799.0K0.1%+174+20.0%AddedHolders
Q4 2021872$811.0K0.1%+182+26.4%AddedHolders
Q3 2021690$580.0K0.1%+132+23.7%AddedHolders
Q2 2021558$486.0K0.1%+82+17.2%AddedHolders
Q1 2021476$374.0K0.1%––Holders

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