Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

FIX holding history

Comfort Systems USA 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.

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

Shares (Q2 2026): 374
Value: $741.5K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of FIX by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	374	$741.5K	0.1%	00.0%	Unchanged	Holders
Q1 2026	374	$515.7K	<0.1%	+13+3.6%	Added	Holders
Q4 2025	361	$336.7K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	361	$297.5K	<0.1%	+361	New	Holders