Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

TDG holding history

TransDigm Group 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.

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

Shares (Q2 2026): 1,257
Value: $1.67M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of TDG by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,257	$1.67M	0.1%	−680−35.1%	Reduced	Holders
Q1 2026	1,937	$2.24M	0.2%	−733−27.5%	Reduced	Holders
Q4 2025	2,670	$3.55M	0.3%	−221−7.6%	Reduced	Holders
Q3 2025	2,891	$3.81M	0.4%	+197+7.3%	Added	Holders
Q2 2025	2,694	$4.10M	0.4%	−4−0.1%	Reduced	Holders
Q1 2025	2,698	$3.73M	0.4%	+92+3.5%	Added	Holders
Q4 2024	2,606	$3.30M	0.3%	+156+6.4%	Added	Holders
Q3 2024	2,450	$3.50M	0.3%	+1,863+317.4%	Added	Holders
Q2 2024	587	$750.0K	0.1%	−93−13.7%	Reduced	Holders
Q1 2024	680	$837.5K	0.1%	−62−8.4%	Reduced	Holders
Q4 2023	742	$750.6K	0.1%	−36−4.6%	Reduced	Holders
Q3 2023	778	$656.0K	0.1%	−41−5.0%	Reduced	Holders
Q2 2023	819	$732.3K	0.1%	−38−4.4%	Reduced	Holders
Q1 2023	857	$631.7K	0.1%	−97−10.2%	Reduced	Holders
Q4 2022	954	$600.7K	0.1%	+38+4.1%	Added	Holders
Q3 2022	916	$480.0K	0.1%	+25+2.8%	Added	Holders
Q2 2022	891	$478.0K	0.1%	+28+3.2%	Added	Holders
Q1 2022	863	$562.0K	0.1%	+13+1.5%	Added	Holders
Q4 2021	850	$541.0K	0.1%	−41−4.6%	Reduced	Holders
Q3 2021	891	$556.0K	0.1%	−42−4.5%	Reduced	Holders
Q2 2021	933	$604.0K	0.1%	−6−0.6%	Reduced	Holders
Q1 2021	939	$552.0K	0.1%	–	–	Holders

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