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Disclosery

Marcum Wealth, LLC: AVGO position timeline

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

Marcum Wealth, LLC held 19,406 AVGO 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 19,406 shares
    Change vs previous 13F -685 shares

    0.28% of the 13F portfolio, value $3,249,154.

    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 20,091 shares
    Change vs previous 13F -888 shares

    0.4% of the 13F portfolio, value $4,657,791.

    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 20,979 shares
    Change vs previous 13F +18,866 shares

    0.34% of the 13F portfolio, value $3,618,905.

    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 2,113 shares
    Change vs previous 13F +112 shares

    0.34% of the 13F portfolio, value $3,392,710.

    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 2,001 shares
    Change vs previous 13F -251 shares

    0.27% of the 13F portfolio, value $2,652,145.

    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 2,252 shares
    Change vs previous 13F +177 shares

    0.27% of the 13F portfolio, value $2,513,795.

    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 2,075 shares
    Change vs previous 13F -37 shares

    0.21% of the 13F portfolio, value $1,723,454.

    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 2,112 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,832,012.

    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).