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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

POOL holding history

Pool Corp 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.

POOL overviewAll 13F holders of POOLFull 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 POOL by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−6,824−100.0%Sold outHolders
Q3 20256,824$2.12M0.2%−290−4.1%ReducedHolders
Q2 20257,114$2.07M0.2%+185+2.7%AddedHolders
Q1 20256,929$2.21M0.2%+419+6.4%AddedHolders
Q4 20246,510$2.22M0.2%+424+7.0%AddedHolders
Q3 20246,086$2.29M0.2%+458+8.1%AddedHolders
Q2 20245,628$1.73M0.2%+294+5.5%AddedHolders
Q1 20245,334$2.15M0.2%+300+6.0%AddedHolders
Q4 20235,034$2.01M0.2%−17−0.3%ReducedHolders
Q3 20235,051$1.80M0.2%+97+2.0%AddedHolders
Q2 20234,954$1.86M0.2%+38+0.8%AddedHolders
Q1 20234,916$1.68M0.2%+102+2.1%AddedHolders
Q4 20224,814$1.46M0.2%+142+3.0%AddedHolders
Q3 20224,672$1.49M0.2%+150+3.3%AddedHolders
Q2 20224,522$1.59M0.2%+141+3.2%AddedHolders
Q1 20224,381$1.85M0.2%+316+7.8%AddedHolders
Q4 20214,065$2.32M0.3%+70+1.8%AddedHolders
Q3 20213,995$1.72M0.2%+1,674+72.1%AddedHolders
Q2 20212,321$1.00M0.1%+10.0%AddedHolders
Q1 20212,320$770.0K0.1%––Holders

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