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Disclosery

Marcum Wealth, LLC: AGG position timeline

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

Marcum Wealth, LLC held 236,340 AGG 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 236,340 shares
    Change vs previous 13F +7,299 shares

    2.02% of the 13F portfolio, value $23,378,801.

    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 229,041 shares
    Change vs previous 13F +63,436 shares

    1.92% of the 13F portfolio, value $22,194,033.

    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 165,605 shares
    Change vs previous 13F +7,756 shares

    1.56% of the 13F portfolio, value $16,770,769.

    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 157,849 shares
    Change vs previous 13F +13,835 shares

    1.54% of the 13F portfolio, value $15,322,414.

    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 144,014 shares
    Change vs previous 13F +30,068 shares

    1.43% of the 13F portfolio, value $14,104,705.

    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 113,946 shares
    Change vs previous 13F +6,076 shares

    1.2% of the 13F portfolio, value $11,309,189.

    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 107,870 shares
    Change vs previous 13F +7,387 shares

    1.22% of the 13F portfolio, value $10,144,097.

    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 100,483 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $9,842,280.

    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).