Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

WM holding history

Waste Management 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.

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

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of WM by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−15,373−100.0%	Sold out	Holders
Q4 2022	15,373	$2.41M	0.3%	+509+3.4%	Added	Holders
Q3 2022	14,864	$2.38M	0.4%	+14,864	New	Holders