Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- Latest filing
- Jul 27, 2026
SAIA holding history
Saia 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.
SAIA overviewAll 13F holders of SAIAFull Q2 2026 holdings
- Shares (Q2 2026)
- 11,644
- Value
- $4.90M
- % of portfolio
- 0.4%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,644 | $4.90M | 0.4% | −7,396−38.8% | Reduced | Holders |
| Q1 2026 | 19,040 | $6.69M | 0.6% | +4,717+32.9% | Added | Holders |
| Q4 2025 | 14,323 | $4.68M | 0.4% | −14,632−50.5% | Reduced | Holders |
| Q3 2025 | 28,955 | $8.67M | 0.8% | −1,919−6.2% | Reduced | Holders |
| Q2 2025 | 30,874 | $8.46M | 0.8% | +9,445+44.1% | Added | Holders |
| Q1 2025 | 21,429 | $7.49M | 0.7% | +2,212+11.5% | Added | Holders |
| Q4 2024 | 19,217 | $8.76M | 0.9% | −1,096−5.4% | Reduced | Holders |
| Q3 2024 | 20,313 | $8.88M | 0.8% | +20,313 | New | Holders |