Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

BR holding history

Broadridge Financial Solutions, 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.

BR overview All 13F holders of BR Full Q2 2026 holdings

Shares (Q2 2026): 22,956
Value: $3.14M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of BR by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,956	$3.14M	0.3%	−9,203−28.6%	Reduced	Holders
Q1 2026	32,159	$5.23M	0.5%	−1,020−3.1%	Reduced	Holders
Q4 2025	33,179	$7.40M	0.7%	−3,625−9.8%	Reduced	Holders
Q3 2025	36,804	$8.77M	0.8%	−1,702−4.4%	Reduced	Holders
Q2 2025	38,506	$9.36M	0.9%	−970−2.5%	Reduced	Holders
Q1 2025	39,476	$9.57M	0.9%	−187−0.5%	Reduced	Holders
Q4 2024	39,663	$8.97M	0.9%	−1,449−3.5%	Reduced	Holders
Q3 2024	41,112	$8.84M	0.8%	+617+1.5%	Added	Holders
Q2 2024	40,495	$7.98M	0.8%	−1,095−2.6%	Reduced	Holders
Q1 2024	41,590	$8.52M	0.9%	−1,094−2.6%	Reduced	Holders
Q4 2023	42,684	$8.78M	1.0%	−1,143−2.6%	Reduced	Holders
Q3 2023	43,827	$7.85M	1.0%	−734−1.6%	Reduced	Holders
Q2 2023	44,561	$7.38M	0.9%	+473+1.1%	Added	Holders
Q1 2023	44,088	$6.46M	0.8%	+538+1.2%	Added	Holders
Q4 2022	43,550	$5.84M	0.8%	+411+1.0%	Added	Holders
Q3 2022	43,139	$6.23M	0.9%	+432+1.0%	Added	Holders
Q2 2022	42,707	$6.09M	0.9%	+3,531+9.0%	Added	Holders
Q1 2022	39,176	$6.10M	0.8%	+3,479+9.7%	Added	Holders
Q4 2021	35,697	$6.52M	0.8%	−49−0.1%	Reduced	Holders
Q3 2021	35,746	$5.92M	0.8%	−355−1.0%	Reduced	Holders
Q2 2021	36,101	$5.83M	0.8%	+531+1.5%	Added	Holders
Q1 2021	35,570	$5.44M	0.8%	–	–	Holders

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