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Disclosery

Marcum Wealth, LLC: AMZN position timeline

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

Marcum Wealth, LLC held 41,827 AMZN 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 41,827 shares
    Change vs previous 13F +1,998 shares

    0.69% of the 13F portfolio, value $7,958,019.

    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 39,829 shares
    Change vs previous 13F +2,019 shares

    0.76% of the 13F portfolio, value $8,738,100.

    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 37,810 shares
    Change vs previous 13F +1,989 shares

    0.65% of the 13F portfolio, value $7,045,151.

    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 35,821 shares
    Change vs previous 13F +1,015 shares

    0.69% of the 13F portfolio, value $6,922,408.

    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 34,806 shares
    Change vs previous 13F -96 shares

    0.64% of the 13F portfolio, value $6,278,306.

    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 34,902 shares
    Change vs previous 13F -97 shares

    0.56% of the 13F portfolio, value $5,303,010.

    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 34,999 shares
    Change vs previous 13F -4,430 shares

    0.53% of the 13F portfolio, value $4,449,073.

    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 39,429 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,139,964.

    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).