Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

MORN holding history

Morningstar, 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of MORN by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−22,767−100.0%	Sold out	Holders
Q3 2025	22,767	$5.28M	0.5%	−3,211−12.4%	Reduced	Holders
Q2 2025	25,978	$8.16M	0.8%	+157+0.6%	Added	Holders
Q1 2025	25,821	$7.74M	0.7%	+560+2.2%	Added	Holders
Q4 2024	25,261	$8.51M	0.8%	+171+0.7%	Added	Holders
Q3 2024	25,090	$8.01M	0.8%	+423+1.7%	Added	Holders
Q2 2024	24,667	$7.30M	0.8%	+318+1.3%	Added	Holders
Q1 2024	24,349	$7.51M	0.8%	+325+1.4%	Added	Holders
Q4 2023	24,024	$6.88M	0.8%	−214−0.9%	Reduced	Holders
Q3 2023	24,238	$5.68M	0.7%	−458−1.9%	Reduced	Holders
Q2 2023	24,696	$4.84M	0.6%	−26−0.1%	Reduced	Holders
Q1 2023	24,722	$5.02M	0.6%	+8,372+51.2%	Added	Holders
Q4 2022	16,350	$3.54M	0.5%	−180−1.1%	Reduced	Holders
Q3 2022	16,530	$3.51M	0.5%	+344+2.1%	Added	Holders
Q2 2022	16,186	$3.91M	0.6%	−369−2.2%	Reduced	Holders
Q1 2022	16,555	$4.52M	0.6%	+810+5.1%	Added	Holders
Q4 2021	15,745	$5.36M	0.7%	−262−1.6%	Reduced	Holders
Q3 2021	16,007	$4.15M	0.6%	−289−1.8%	Reduced	Holders
Q2 2021	16,296	$4.20M	0.6%	−255−1.5%	Reduced	Holders
Q1 2021	16,551	$3.73M	0.6%	–	–	Holders

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