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Disclosery

Marcum Wealth, LLC: CMG position timeline

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

Marcum Wealth, LLC held 12,787 CMG 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 12,787 shares
    Change vs previous 13F -158 shares

    0.06% of the 13F portfolio, value $642,035.

    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 12,945 shares
    Change vs previous 13F -7,750 shares

    0.07% of the 13F portfolio, value $780,584.

    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 20,695 shares
    Change vs previous 13F -305 shares

    0.11% of the 13F portfolio, value $1,192,446.

    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 21,000 shares
    Change vs previous 13F +20,589 shares

    0.13% of the 13F portfolio, value $1,315,650.

    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 411 shares
    Change vs previous 13F -22 shares

    0.12% of the 13F portfolio, value $1,194,682.

    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 433 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $990,254.

    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 439 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $804,173.

    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 434 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $928,326.

    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).