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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

TRI holding history

Thomson Reuters 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.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q3 2021
Holdings of TRI by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,513−100.0%Sold outHolders
Q2 20253,513$706.6K0.1%+133+3.9%AddedHolders
Q1 20253,380$584.0K0.1%−1,199−26.2%ReducedHolders
Q4 20244,579$734.4K0.1%+422+10.2%AddedHolders
Q3 20244,157$709.2K0.1%−112−2.6%ReducedHolders
Q2 20244,269$719.6K0.1%−14−0.3%ReducedHolders
Q1 20244,283$667.4K0.1%−91−2.1%ReducedHolders
Q4 20234,374$639.6K0.1%−62−1.4%ReducedHolders
Q3 20234,436$542.6K0.1%−21−0.5%ReducedHolders
Q2 20234,457$601.4K0.1%−470−9.5%ReducedHolders
Q1 20234,927$641.1K0.1%−45−0.9%ReducedHolders
Q4 20224,972$567.2K0.1%−386−7.2%ReducedHolders
Q3 20225,358$550.0K0.1%−2,601−32.7%ReducedHolders
Q2 20227,959$830.0K0.1%−308−3.7%ReducedHolders
Q1 20228,267$900.0K0.1%+1,429+20.9%AddedHolders
Q4 20216,838$819.0K0.1%+3,162+86.0%AddedHolders
Q3 20213,676$407.0K0.1%+3,676NewHolders