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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

HLT holding history

Hilton Worldwide Holdings 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.

HLT overviewAll 13F holders of HLTFull Q2 2026 holdings

Shares (Q2 2026)
3,322
Value
$1.10M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of HLT by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,322$1.10M0.1%−363−9.9%ReducedHolders
Q1 20263,685$1.12M0.1%−250−6.4%ReducedHolders
Q4 20253,935$1.13M0.1%+1,086+38.1%AddedHolders
Q3 20252,849$739.1K0.1%−131−4.4%ReducedHolders
Q2 20252,980$793.7K0.1%+80+2.8%AddedHolders
Q1 20252,900$659.9K0.1%−32−1.1%ReducedHolders
Q4 20242,932$724.7K0.1%−127−4.2%ReducedHolders
Q3 20243,059$705.1K0.1%+226+8.0%AddedHolders
Q2 20242,833$618.2K0.1%−255−8.3%ReducedHolders
Q1 20243,088$658.7K0.1%−228−6.9%ReducedHolders
Q4 20233,316$603.8K0.1%+7+0.2%AddedHolders
Q3 20233,309$496.9K0.1%+42+1.3%AddedHolders
Q2 20233,267$475.5K0.1%00.0%UnchangedHolders
Q1 20233,267$460.2K0.1%+211+6.9%AddedHolders
Q4 20223,056$386.2K0.1%+44+1.5%AddedHolders
Q3 20223,012$363.0K0.1%+143+5.0%AddedHolders
Q2 20222,869$320.0K<0.1%00.0%UnchangedHolders
Q1 20222,869$435.0K0.1%00.0%UnchangedHolders
Q4 20212,869$448.0K0.1%−115−3.9%ReducedHolders
Q3 20212,984$394.0K0.1%−25−0.8%ReducedHolders
Q2 20213,009$363.0K<0.1%+85+2.9%AddedHolders
Q1 20212,924$354.0K0.1%––Holders

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