Skip to main content

Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of UL by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−22,135−100.0%Sold outHolders
Q1 202622,135$1.26M0.1%−1,742−7.3%ReducedHolders
Q4 202523,877$1.56M0.1%−1,763−6.9%ReducedHolders
Q3 202525,640$1.52M0.1%+9,831+62.2%AddedHolders
Q2 202515,809$967.0K0.1%−620−3.8%ReducedHolders
Q1 202516,429$978.3K0.1%−577−3.4%ReducedHolders
Q4 202417,006$964.2K0.1%−114−0.7%ReducedHolders
Q3 202417,120$1.11M0.1%+2,627+18.1%AddedHolders
Q2 202414,493$797.0K0.1%+10,186+236.5%AddedHolders
Q1 20244,307$216.2K<0.1%+4,307NewHolders
Q2 20230$00.0%−4,440−100.0%Sold outHolders
Q1 20234,440$230.6K<0.1%+4,440NewHolders
Q2 20220$00.0%−9,974−100.0%Sold outHolders
Q1 20229,974$455.0K0.1%+1,802+22.1%AddedHolders
Q4 20218,172$448.0K0.1%+1,782+27.9%AddedHolders
Q3 20216,390$351.0K<0.1%+2,091+48.6%AddedHolders
Q2 20214,299$251.0K<0.1%+108+2.6%AddedHolders
Q1 20214,191$234.0K<0.1%––Holders

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