Marks Group Wealth Management, Inc
Position in CVCO — Cavco Industries, Inc.
CIK 1802473
MINNETONKA, MN
Position in CVCO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$992,837
-$454,220 QoQ
Shares Held
1,616
-45.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#174
of 357 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in CVCO Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $2,407,008 across 3 Residential Construction names. CVCO ranks #2 (41.2% of the industry book) .
All Filings in CVCO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $992,837 | 1,616 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $1,447,057 | 2,988 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $3,767,739 | 6,378 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $5,990,229 | 10,315 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $4,696,188 | 10,810 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $5,622,396 | 10,820 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,009,377 | 11,226 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,769,308 | 11,137 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $2,780,091 | 8,031 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,158,958 | 7,916 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,696,703 | 7,780 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,043,191 | 7,691 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,298,050 | 7,790 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,507,921 | 7,893 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,810,000 | 8,000 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,621,183 | 7,879 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $864,903 | 4,413 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,048,420 | 4,353 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,316,659 | 4,145 | Shares | Sole | 2022-03-03 | |
| 2021-09-30 | $980,577 | 4,142 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,513,558 | 6,812 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,500,757 | 6,652 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,109,370 | 6,323 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,039,306 | 5,764 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,038,304 | 5,384 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $746,585 | 5,151 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||