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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

PAYX holding history

Paychex 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.

PAYX overviewAll 13F holders of PAYXFull 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 PAYX by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−10,433−100.0%Sold outHolders
Q3 202510,433$1.32M0.1%−1,212−10.4%ReducedHolders
Q2 202511,645$1.69M0.2%−93−0.8%ReducedHolders
Q1 202511,738$1.81M0.2%−20.0%ReducedHolders
Q4 202411,740$1.65M0.2%+113+1.0%AddedHolders
Q3 202411,627$1.56M0.1%−7,733−39.9%ReducedHolders
Q2 202419,360$2.30M0.2%+632+3.4%AddedHolders
Q1 202418,728$2.30M0.2%+973+5.5%AddedHolders
Q4 202317,755$2.11M0.2%+389+2.2%AddedHolders
Q3 202317,366$2.00M0.2%−89−0.5%ReducedHolders
Q2 202317,455$1.95M0.2%+60.0%AddedHolders
Q1 202317,449$2.00M0.3%+97+0.6%AddedHolders
Q4 202217,352$2.01M0.3%−376−2.1%ReducedHolders
Q3 202217,728$1.99M0.3%+202+1.2%AddedHolders
Q2 202217,526$2.00M0.3%−743−4.1%ReducedHolders
Q1 202218,269$2.49M0.3%+1,071+6.2%AddedHolders
Q4 202117,198$2.37M0.3%+150+0.9%AddedHolders
Q3 202117,048$1.92M0.3%−13,933−45.0%ReducedHolders
Q2 202130,981$3.34M0.5%+471+1.5%AddedHolders
Q1 202130,510$3.00M0.4%––Holders

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