Skip to content
Disclosery

Marcum Wealth, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marcum Wealth, LLC on AAPL, newest first. How the timeline and the estimate are built.

Marcum Wealth, LLC held 95,207 AAPL shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 95,207 shares
    Change vs previous 13F +740 shares

    1.83% of the 13F portfolio, value $21,148,231.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 94,467 shares
    Change vs previous 13F +2,733 shares

    2.05% of the 13F portfolio, value $23,656,344.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 91,734 shares
    Change vs previous 13F +674 shares

    1.99% of the 13F portfolio, value $21,373,941.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 91,060 shares
    Change vs previous 13F +6,128 shares

    1.92% of the 13F portfolio, value $19,179,029.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 84,932 shares
    Change vs previous 13F -8,718 shares

    1.48% of the 13F portfolio, value $14,564,102.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 93,650 shares
    Change vs previous 13F -2,958 shares

    1.92% of the 13F portfolio, value $18,030,387.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 96,608 shares
    Change vs previous 13F -11,624 shares

    1.99% of the 13F portfolio, value $16,540,265.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 108,232 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $20,993,724.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).