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Disclosery

Marcum Wealth, LLC: DFAC position timeline

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

Marcum Wealth, LLC held 60,082 DFAC 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 60,082 shares
    Change vs previous 13F +102 shares

    0.17% of the 13F portfolio, value $1,982,106.

    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 59,980 shares
    Change vs previous 13F -852 shares

    0.18% of the 13F portfolio, value $2,074,722.

    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 60,832 shares
    Change vs previous 13F +112 shares

    0.19% of the 13F portfolio, value $2,085,944.

    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 60,720 shares
    Change vs previous 13F -2,051 shares

    0.2% of the 13F portfolio, value $1,957,609.

    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 62,771 shares
    Change vs previous 13F -113 shares

    0.2% of the 13F portfolio, value $2,005,539.

    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 62,884 shares
    Change vs previous 13F -2,578 shares

    0.2% of the 13F portfolio, value $1,838,108.

    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 65,462 shares
    Change vs previous 13F -2,363 shares

    0.21% of the 13F portfolio, value $1,715,115.

    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 67,825 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,841,453.

    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).