Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

FDS holding history

Factset Research Systems 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.

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

Shares (Q2 2026): 15,590
Value: $3.59M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of FDS by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,590	$3.59M	0.3%	−8,334−34.8%	Reduced	Holders
Q1 2026	23,924	$5.19M	0.5%	+7,626+46.8%	Added	Holders
Q4 2025	16,298	$4.73M	0.5%	−13,798−45.8%	Reduced	Holders
Q3 2025	30,096	$8.62M	0.8%	−3,322−9.9%	Reduced	Holders
Q2 2025	33,418	$14.9M	1.4%	+568+1.7%	Added	Holders
Q1 2025	32,850	$14.9M	1.4%	+1,285+4.1%	Added	Holders
Q4 2024	31,565	$15.2M	1.5%	−256−0.8%	Reduced	Holders
Q3 2024	31,821	$14.6M	1.4%	+1,279+4.2%	Added	Holders
Q2 2024	30,542	$12.5M	1.3%	+2,495+8.9%	Added	Holders
Q1 2024	28,047	$12.7M	1.3%	+557+2.0%	Added	Holders
Q4 2023	27,490	$13.1M	1.5%	+67+0.2%	Added	Holders
Q3 2023	27,423	$12.0M	1.5%	+110+0.4%	Added	Holders
Q2 2023	27,313	$10.9M	1.3%	+16,967+164.0%	Added	Holders
Q1 2023	10,346	$4.29M	0.5%	+192+1.9%	Added	Holders
Q4 2022	10,154	$4.07M	0.6%	+112+1.1%	Added	Holders
Q3 2022	10,042	$4.02M	0.6%	+122+1.2%	Added	Holders
Q2 2022	9,920	$3.81M	0.6%	+150+1.5%	Added	Holders
Q1 2022	9,770	$4.24M	0.5%	+710+7.8%	Added	Holders
Q4 2021	9,060	$4.36M	0.5%	+118+1.3%	Added	Holders
Q3 2021	8,942	$3.54M	0.5%	+168+1.9%	Added	Holders
Q2 2021	8,774	$2.94M	0.4%	+287+3.4%	Added	Holders
Q1 2021	8,487	$2.63M	0.4%	–	–	Holders

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