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Marks Group Wealth Management, IncCoreConcentrated trader

CIK: 0001802473 | MINNETONKA, MN

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR584$1.1B2026-07-28SEC ↗
Q1 2026
13F-HR536$1.0B2026-05-05SEC ↗
Q4 2025
13F-HR553$1.0B2026-02-11SEC ↗
Q3 2025
13F-HR481$1.1B2025-11-10SEC ↗
Q2 2025
13F-HR467$1.1B2025-07-22SEC ↗
Q1 2025
13F-HR478$1.0B2025-05-01SEC ↗
Q4 2024
13F-HR445$1.0B2025-01-29SEC ↗
Q3 2024
13F-HR466$1.0B2024-10-30SEC ↗
Q2 2024
13F-HR475$949.4M2024-08-14SEC ↗
Q1 2024
13F-HR452$956.6M2024-04-29SEC ↗
Q4 2023
13F-HR471$877.5M2024-02-01SEC ↗
Q3 2023
13F-HR386$807.8M2023-10-30SEC ↗
Q2 2023
13F-HR390$840.9M2023-07-19SEC ↗
Q1 2023
13F-HR389$782.6M2023-05-03SEC ↗
Q4 2022
13F-HR373$732.5M2023-02-06SEC ↗
Q3 2022
13F-HR376$46.3M2022-11-14SEC ↗
Q2 2022
13F-HR403$33.9M2022-08-09SEC ↗
Q1 2022
13F-HR410$38.0M2022-05-10SEC ↗
Q4 2021Amended
13F-HR/A382$4.8M2022-02-14SEC ↗
Q3 2021
13F-HR367$22.7M2021-11-15SEC ↗
Q2 2021
13F-HR316$25.0M2021-08-10SEC ↗
Q1 2021
13F-HR300$18.2M2021-05-17SEC ↗
Q4 2020
13F-HR345$23.9M2021-02-08SEC ↗
Q3 2020
13F-HR334$20.3M2020-11-10SEC ↗
Q2 2020
13F-HR324$11.1M2020-08-10SEC ↗
Q1 2020
13F-HR306$10.0M2020-04-23SEC ↗
Q4 2019
13F-HR328$19.1M2020-02-12SEC ↗