Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

VZ holding history

Verizon Communications 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.

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

Shares (Q2 2026): 49,720
Value: $2.11M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of VZ by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	49,720	$2.11M	0.2%	+432+0.9%	Added	Holders
Q1 2026	49,288	$2.47M	0.2%	+513+1.1%	Added	Holders
Q4 2025	48,775	$1.99M	0.2%	+4,435+10.0%	Added	Holders
Q3 2025	44,340	$1.95M	0.2%	+913+2.1%	Added	Holders
Q2 2025	43,427	$1.88M	0.2%	−1,576−3.5%	Reduced	Holders
Q1 2025	45,003	$2.04M	0.2%	+871+2.0%	Added	Holders
Q4 2024	44,132	$1.76M	0.2%	−208−0.5%	Reduced	Holders
Q3 2024	44,340	$1.99M	0.2%	+112+0.3%	Added	Holders
Q2 2024	44,228	$1.82M	0.2%	−1,332−2.9%	Reduced	Holders
Q1 2024	45,560	$1.91M	0.2%	−3,496−7.1%	Reduced	Holders
Q4 2023	49,056	$1.85M	0.2%	−6,134−11.1%	Reduced	Holders
Q3 2023	55,190	$1.79M	0.2%	−3,681−6.3%	Reduced	Holders
Q2 2023	58,871	$2.19M	0.3%	+1,553+2.7%	Added	Holders
Q1 2023	57,318	$2.23M	0.3%	+29,187+103.8%	Added	Holders
Q4 2022	28,131	$1.11M	0.2%	−10,130−26.5%	Reduced	Holders
Q3 2022	38,261	$1.45M	0.2%	+5,120+15.4%	Added	Holders
Q2 2022	33,141	$1.68M	0.2%	+5,706+20.8%	Added	Holders
Q1 2022	27,435	$1.40M	0.2%	+6,884+33.5%	Added	Holders
Q4 2021	20,551	$1.07M	0.1%	+4,620+29.0%	Added	Holders
Q3 2021	15,931	$860.0K	0.1%	+2,544+19.0%	Added	Holders
Q2 2021	13,387	$754.0K	0.1%	+965+7.8%	Added	Holders
Q1 2021	12,422	$725.0K	0.1%	–	–	Holders

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