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Disclosery

Marcum Wealth, LLC: CVS position timeline

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

Marcum Wealth, LLC held 11,354 CVS 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 11,354 shares
    Change vs previous 13F +2,631 shares

    0.07% of the 13F portfolio, value $769,204.

    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 8,723 shares
    Change vs previous 13F +1,283 shares

    0.03% of the 13F portfolio, value $391,587.

    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 7,440 shares
    Change vs previous 13F -491 shares

    0.04% of the 13F portfolio, value $467,857.

    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 7,931 shares
    Change vs previous 13F +1,033 shares

    0.05% of the 13F portfolio, value $468,420.

    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 6,898 shares
    Change vs previous 13F -101 shares

    0.06% of the 13F portfolio, value $550,178.

    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 6,999 shares
    Change vs previous 13F +164 shares

    0.06% of the 13F portfolio, value $552,636.

    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 6,835 shares
    Change vs previous 13F -184 shares

    0.06% of the 13F portfolio, value $477,220.

    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 7,019 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $485,235.

    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).