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Disclosery

Marcum Wealth, LLC: DFIV position timeline

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

Marcum Wealth, LLC held 25,479 DFIV 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 25,479 shares
    Change vs previous 13F +68 shares

    0.09% of the 13F portfolio, value $1,002,844.

    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 25,411 shares
    Change vs previous 13F +191 shares

    0.08% of the 13F portfolio, value $901,566.

    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 25,220 shares
    Change vs previous 13F +118 shares

    0.09% of the 13F portfolio, value $960,387.

    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 25,102 shares
    Change vs previous 13F +368 shares

    0.09% of the 13F portfolio, value $902,177.

    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 24,734 shares
    Change vs previous 13F +43 shares

    0.09% of the 13F portfolio, value $908,992.

    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 24,691 shares
    Change vs previous 13F +180 shares

    0.09% of the 13F portfolio, value $848,372.

    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 24,511 shares
    Change vs previous 13F +165 shares

    0.1% of the 13F portfolio, value $799,561.

    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 24,346 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $799,764.

    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).