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Disclosery

Marcum Wealth, LLC: AMGN position timeline

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

Marcum Wealth, LLC held 3,913 AMGN 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 3,913 shares
    Change vs previous 13F +265 shares

    0.11% of the 13F portfolio, value $1,219,248.

    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 3,648 shares
    Change vs previous 13F -804 shares

    0.08% of the 13F portfolio, value $950,750.

    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 4,452 shares
    Change vs previous 13F +64 shares

    0.13% of the 13F portfolio, value $1,434,354.

    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 4,388 shares
    Change vs previous 13F +356 shares

    0.14% of the 13F portfolio, value $1,370,919.

    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 4,032 shares
    Change vs previous 13F +233 shares

    0.12% of the 13F portfolio, value $1,146,272.

    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 3,799 shares
    Change vs previous 13F +313 shares

    0.12% of the 13F portfolio, value $1,094,044.

    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 3,486 shares
    Change vs previous 13F +473 shares

    0.11% of the 13F portfolio, value $936,882.

    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 3,013 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $668,933.

    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).