Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

SPGI holding history

S&P 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.

SPGI overview All 13F holders of SPGI Full Q2 2026 holdings

Shares (Q2 2026): 961
Value: $391.4K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of SPGI by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	961	$391.4K	<0.1%	+46+5.0%	Added	Holders
Q1 2026	915	$389.2K	<0.1%	−6,128−87.0%	Reduced	Holders
Q4 2025	7,043	$3.68M	0.4%	−10,614−60.1%	Reduced	Holders
Q3 2025	17,657	$8.59M	0.8%	−854−4.6%	Reduced	Holders
Q2 2025	18,511	$9.76M	0.9%	+62+0.3%	Added	Holders
Q1 2025	18,449	$9.37M	0.9%	+452+2.5%	Added	Holders
Q4 2024	17,997	$8.96M	0.9%	+358+2.0%	Added	Holders
Q3 2024	17,639	$9.11M	0.9%	+201+1.2%	Added	Holders
Q2 2024	17,438	$7.78M	0.8%	+530+3.1%	Added	Holders
Q1 2024	16,908	$7.19M	0.8%	+677+4.2%	Added	Holders
Q4 2023	16,231	$7.15M	0.8%	+437+2.8%	Added	Holders
Q3 2023	15,794	$5.77M	0.7%	−99−0.6%	Reduced	Holders
Q2 2023	15,893	$6.37M	0.8%	−46−0.3%	Reduced	Holders
Q1 2023	15,939	$5.50M	0.7%	+174+1.1%	Added	Holders
Q4 2022	15,765	$5.28M	0.7%	+249+1.6%	Added	Holders
Q3 2022	15,516	$4.74M	0.7%	+2,990+23.9%	Added	Holders
Q2 2022	12,526	$4.22M	0.6%	+450+3.7%	Added	Holders
Q1 2022	12,076	$4.95M	0.6%	+1,039+9.4%	Added	Holders
Q4 2021	11,037	$5.21M	0.6%	+43+0.4%	Added	Holders
Q3 2021	10,994	$4.68M	0.6%	+22+0.2%	Added	Holders
Q2 2021	10,972	$4.50M	0.6%	+137+1.3%	Added	Holders
Q1 2021	10,835	$3.82M	0.6%	–	–	Holders

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