Marcum Wealth, LLC: BRK-B position timeline

Marcum Wealth, LLC held 9,098 BRK-B 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 9,098 shares

   Change vs previous 13F +48 shares

   0.42% of the 13F portfolio, value $4,845,413.

   13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
   Filed 2025-04-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 9,050 shares

   Change vs previous 13F +199 shares

   0.36% of the 13F portfolio, value $4,102,184.

   13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 8,851 shares

   Change vs previous 13F +212 shares

   0.38% of the 13F portfolio, value $4,073,761.

   13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 8,639 shares

   Change vs previous 13F +323 shares

   0.35% of the 13F portfolio, value $3,514,345.

   13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
   Filed 2024-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 8,316 shares

   Change vs previous 13F +34 shares

   0.35% of the 13F portfolio, value $3,497,044.

   13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
   Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 8,282 shares

   Change vs previous 13F -378 shares

   0.31% of the 13F portfolio, value $2,953,858.

   13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
   Filed 2024-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 8,660 shares

   Change vs previous 13F +40 shares

   0.36% of the 13F portfolio, value $3,033,598.

   13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
   Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

8. period ended2023-06-30

   13F 8,620 shares

   Change vs previous 13F not available

   0.35% of the 13F portfolio, value $2,939,420.

   13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
   Filed 2023-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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