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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

SUM holding history

Summit Materials, 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.

SUM overviewAll 13F holders of SUMFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2024
Holdings of SUM by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−5,312−100.0%Sold outHolders
Q1 20245,312$236.8K<0.1%+5,312NewHolders