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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

UBS holding history

UBS Group AG 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.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q2 2026)
6,941
Value
$344.0K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of UBS by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,941$344.0K<0.1%+6,941NewHolders