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Disclosery

Marcum Wealth, LLC: DFIS position timeline

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

Marcum Wealth, LLC held 134,710 DFIS 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 134,710 shares
    Change vs previous 13F +10,124 shares

    0.3% of the 13F portfolio, value $3,480,902.

    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 124,586 shares
    Change vs previous 13F +7,122 shares

    0.27% of the 13F portfolio, value $3,059,205.

    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 117,464 shares
    Change vs previous 13F +4,244 shares

    0.29% of the 13F portfolio, value $3,151,550.

    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 113,220 shares
    Change vs previous 13F +5,227 shares

    0.28% of the 13F portfolio, value $2,788,613.

    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 107,993 shares
    Change vs previous 13F +12,171 shares

    0.27% of the 13F portfolio, value $2,706,305.

    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 95,822 shares
    Change vs previous 13F +6,330 shares

    0.25% of the 13F portfolio, value $2,316,018.

    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 89,492 shares
    Change vs previous 13F +8,065 shares

    0.24% of the 13F portfolio, value $1,963,454.

    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 81,427 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,858,164.

    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).