Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CACI holding history

CACI International 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.

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

Shares (Q2 2026): 10,183
Value: $4.72M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CACI by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,183	$4.72M	0.4%	−1,822−15.2%	Reduced	Holders
Q1 2026	12,005	$6.53M	0.6%	−4,791−28.5%	Reduced	Holders
Q4 2025	16,796	$8.95M	0.9%	−2,831−14.4%	Reduced	Holders
Q3 2025	19,627	$9.79M	0.9%	−1,087−5.2%	Reduced	Holders
Q2 2025	20,714	$9.87M	0.9%	−2,702−11.5%	Reduced	Holders
Q1 2025	23,416	$8.59M	0.8%	+4,546+24.1%	Added	Holders
Q4 2024	18,870	$7.62M	0.8%	−697−3.6%	Reduced	Holders
Q3 2024	19,567	$9.87M	0.9%	−230−1.2%	Reduced	Holders
Q2 2024	19,797	$8.52M	0.9%	−2,167−9.9%	Reduced	Holders
Q1 2024	21,964	$8.32M	0.9%	−64−0.3%	Reduced	Holders
Q4 2023	22,028	$7.13M	0.8%	−157−0.7%	Reduced	Holders
Q3 2023	22,185	$6.96M	0.9%	−179−0.8%	Reduced	Holders
Q2 2023	22,364	$7.62M	0.9%	−217−1.0%	Reduced	Holders
Q1 2023	22,581	$6.69M	0.9%	−72−0.3%	Reduced	Holders
Q4 2022	22,653	$6.81M	0.9%	−373−1.6%	Reduced	Holders
Q3 2022	23,026	$6.01M	0.9%	+405+1.8%	Added	Holders
Q2 2022	22,621	$6.37M	0.9%	−839−3.6%	Reduced	Holders
Q1 2022	23,460	$7.07M	0.9%	+1,615+7.4%	Added	Holders
Q4 2021	21,845	$5.87M	0.7%	−40−0.2%	Reduced	Holders
Q3 2021	21,885	$5.74M	0.8%	+69+0.3%	Added	Holders
Q2 2021	21,816	$5.59M	0.8%	+314+1.5%	Added	Holders
Q1 2021	21,502	$5.27M	0.8%	–	–	Holders

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