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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

PG holding history

Procter & Gamble Co 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.

PG overviewAll 13F holders of PGFull Q2 2026 holdings

Shares (Q2 2026)
2,330
Value
$341.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PG by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,330$341.7K<0.1%−1,000−30.0%ReducedHolders
Q1 20263,330$481.0K<0.1%+42+1.3%AddedHolders
Q4 20253,288$471.1K<0.1%+113+3.6%AddedHolders
Q3 20253,175$487.8K<0.1%00.0%UnchangedHolders
Q2 20253,175$505.8K<0.1%00.0%UnchangedHolders
Q1 20253,175$541.1K0.1%00.0%UnchangedHolders
Q4 20243,175$532.3K0.1%00.0%UnchangedHolders
Q3 20243,175$549.9K0.1%−355−10.1%ReducedHolders
Q2 20243,530$582.2K0.1%−11,113−75.9%ReducedHolders
Q1 202414,643$2.38M0.2%−836−5.4%ReducedHolders
Q4 202315,479$2.27M0.3%−1,498−8.8%ReducedHolders
Q3 202316,977$2.48M0.3%−4,839−22.2%ReducedHolders
Q2 202321,816$3.31M0.4%+63+0.3%AddedHolders
Q1 202321,753$3.23M0.4%+2,710+14.2%AddedHolders
Q4 202219,043$2.89M0.4%+1,939+11.3%AddedHolders
Q3 202217,104$2.16M0.3%+2,046+13.6%AddedHolders
Q2 202215,058$2.17M0.3%+2,840+23.2%AddedHolders
Q1 202212,218$1.87M0.2%+3,193+35.4%AddedHolders
Q4 20219,025$1.48M0.2%+2,022+28.9%AddedHolders
Q3 20217,003$985.0K0.1%+13+0.2%AddedHolders
Q2 20216,990$949.0K0.1%+271+4.0%AddedHolders
Q1 20216,719$916.0K0.1%––Holders

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