Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

WDS holding history

Woodside Energy Group Ltd 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.

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

Shares (Q2 2026): 13,924
Value: $269.0K
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2026

Holdings of WDS by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,924	$269.0K	<0.1%	+3,630+35.3%	Added	Holders
Q1 2026	10,294	$245.8K	<0.1%	+10,294	New	Holders