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Livermore
Livermore
ZHEN

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

THFF holding history

First Financial Corp 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.

THFF overviewAll 13F holders of THFFFull Q2 2026 holdings

Shares (Q2 2026)
23,684
Value
$1.83M
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of THFF by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,684$1.83M0.2%00.0%UnchangedHolders
Q1 202623,684$1.50M0.1%00.0%UnchangedHolders
Q4 202523,684$1.43M0.1%00.0%UnchangedHolders
Q3 202523,684$1.34M0.1%00.0%UnchangedHolders
Q2 202523,684$1.28M0.1%00.0%UnchangedHolders
Q1 202523,684$1.16M0.1%00.0%UnchangedHolders
Q4 202423,684$1.09M0.1%−625−2.6%ReducedHolders
Q3 202424,309$1.07M0.1%−1,673−6.4%ReducedHolders
Q2 202425,982$958.2K0.1%−1,025−3.8%ReducedHolders
Q1 202427,007$1.04M0.1%00.0%UnchangedHolders
Q4 202327,007$1.16M0.1%00.0%UnchangedHolders
Q3 202327,007$913.1K0.1%00.0%UnchangedHolders
Q2 202327,007$876.9K0.1%00.0%UnchangedHolders
Q1 202327,007$1.01M0.1%00.0%UnchangedHolders
Q4 202227,007$1.24M0.2%00.0%UnchangedHolders
Q3 202227,007$1.22M0.2%00.0%UnchangedHolders
Q2 202227,007$1.20M0.2%00.0%UnchangedHolders
Q1 202227,007$1.17M0.1%00.0%UnchangedHolders
Q4 202127,007$1.22M0.1%+27,007NewHolders