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Disclosery

Marcum Wealth, LLC: DFUS position timeline

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

Marcum Wealth, LLC held 26,023 DFUS 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 26,023 shares
    Change vs previous 13F +49 shares

    0.14% of the 13F portfolio, value $1,573,853.

    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 25,974 shares
    Change vs previous 13F +78 shares

    0.14% of the 13F portfolio, value $1,655,839.

    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 25,896 shares
    Change vs previous 13F +54 shares

    0.15% of the 13F portfolio, value $1,610,734.

    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 25,842 shares
    Change vs previous 13F +71 shares

    0.15% of the 13F portfolio, value $1,520,778.

    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 25,771 shares
    Change vs previous 13F +53 shares

    0.15% of the 13F portfolio, value $1,468,427.

    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 25,718 shares
    Change vs previous 13F +116 shares

    0.14% of the 13F portfolio, value $1,332,943.

    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 25,602 shares
    Change vs previous 13F +87 shares

    0.14% of the 13F portfolio, value $1,191,780.

    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 25,515 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,228,782.

    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).