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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust 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.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
1,532
Value
$800.3K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,532$800.3K0.1%00.0%UnchangedHolders
Q1 20261,532$709.6K0.1%−91−5.6%ReducedHolders
Q4 20251,623$780.0K0.1%00.0%UnchangedHolders
Q3 20251,623$752.6K0.1%00.0%UnchangedHolders
Q2 20251,623$715.2K0.1%+281+20.9%AddedHolders
Q1 20251,342$563.5K0.1%00.0%UnchangedHolders
Q4 20241,342$571.0K0.1%+455+51.3%AddedHolders
Q3 2024887$375.3K<0.1%00.0%UnchangedHolders
Q2 2024887$346.9K<0.1%00.0%UnchangedHolders
Q1 2024887$352.8K<0.1%−205−18.8%ReducedHolders
Q4 20231,092$411.5K<0.1%+91+9.1%AddedHolders
Q3 20231,001$335.3K<0.1%00.0%UnchangedHolders
Q2 20231,001$344.2K<0.1%00.0%UnchangedHolders
Q1 20231,001$333.0K<0.1%00.0%UnchangedHolders
Q4 20221,001$331.7K<0.1%00.0%UnchangedHolders
Q3 20221,001$288.0K<0.1%00.0%UnchangedHolders
Q2 20221,001$308.0K<0.1%00.0%UnchangedHolders
Q1 20221,001$347.0K<0.1%00.0%UnchangedHolders
Q4 20211,001$364.0K<0.1%00.0%UnchangedHolders
Q3 20211,001$339.0K<0.1%+32+3.3%AddedHolders
Q2 2021969$334.0K<0.1%−404−29.4%ReducedHolders
Q1 20211,373$453.0K0.1%––Holders

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