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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
6,046
Value
$3.11M
% of portfolio
0.3%
Quarters held
20
Since Q3 2021
Holdings of MA by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,046$3.11M0.3%+1,267+26.5%AddedHolders
Q1 20264,779$2.39M0.2%+412+9.4%AddedHolders
Q4 20254,367$2.49M0.2%+2,099+92.5%AddedHolders
Q3 20252,268$1.29M0.1%+6+0.3%AddedHolders
Q2 20252,262$1.27M0.1%00.0%UnchangedHolders
Q1 20252,262$1.24M0.1%00.0%UnchangedHolders
Q4 20242,262$1.19M0.1%00.0%UnchangedHolders
Q3 20242,262$1.12M0.1%+10+0.4%AddedHolders
Q2 20242,252$993.5K0.1%00.0%UnchangedHolders
Q1 20242,252$1.08M0.1%00.0%UnchangedHolders
Q4 20232,252$960.5K0.1%+68+3.1%AddedHolders
Q3 20232,184$864.7K0.1%−4−0.2%ReducedHolders
Q2 20232,188$860.5K0.1%+4+0.2%AddedHolders
Q1 20232,184$793.7K0.1%+71+3.4%AddedHolders
Q4 20222,113$734.8K0.1%00.0%UnchangedHolders
Q3 20222,113$601.0K0.1%00.0%UnchangedHolders
Q2 20222,113$667.0K0.1%−302−12.5%ReducedHolders
Q1 20222,415$863.0K0.1%00.0%UnchangedHolders
Q4 20212,415$869.0K0.1%00.0%UnchangedHolders
Q3 20212,415$839.0K0.1%+2,415NewHolders