Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- Latest filing
- Jul 27, 2026
RBA holding history
RB Global 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.
RBA overviewAll 13F holders of RBAFull Q2 2026 holdings
- Shares (Q2 2026)
- 54,763
- Value
- $6.38M
- % of portfolio
- 0.6%
- Quarters held
- 15
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 54,763 | $6.38M | 0.6% | −12,203−18.2% | Reduced | Holders |
| Q1 2026 | 66,966 | $6.42M | 0.6% | −10,712−13.8% | Reduced | Holders |
| Q4 2025 | 77,678 | $7.99M | 0.8% | −8,169−9.5% | Reduced | Holders |
| Q3 2025 | 85,847 | $9.30M | 0.9% | −4,792−5.3% | Reduced | Holders |
| Q2 2025 | 90,639 | $9.62M | 0.9% | −3,340−3.6% | Reduced | Holders |
| Q1 2025 | 93,979 | $9.43M | 0.9% | −5,685−5.7% | Reduced | Holders |
| Q4 2024 | 99,664 | $8.99M | 0.9% | −3,950−3.8% | Reduced | Holders |
| Q3 2024 | 103,614 | $8.34M | 0.8% | −3,513−3.3% | Reduced | Holders |
| Q2 2024 | 107,127 | $8.18M | 0.9% | +350.0% | Added | Holders |
| Q1 2024 | 107,092 | $8.16M | 0.9% | −623−0.6% | Reduced | Holders |
| Q4 2023 | 107,715 | $7.21M | 0.8% | −1,004−0.9% | Reduced | Holders |
| Q3 2023 | 108,719 | $6.79M | 0.8% | +174+0.2% | Added | Holders |
| Q2 2023 | 108,545 | $6.51M | 0.8% | +3,849+3.7% | Added | Holders |
| Q1 2023 | 104,696 | $5.89M | 0.8% | +4,861+4.9% | Added | Holders |
| Q4 2022 | 99,835 | $5.77M | 0.8% | +99,835 | New | Holders |