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Disclosery

Marcum Wealth, LLC: DFUV position timeline

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

Marcum Wealth, LLC held 35,500 DFUV 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 35,500 shares
    Change vs previous 13F +124 shares

    0.13% of the 13F portfolio, value $1,462,960.

    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 35,376 shares
    Change vs previous 13F +132 shares

    0.13% of the 13F portfolio, value $1,447,606.

    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 35,244 shares
    Change vs previous 13F +130 shares

    0.14% of the 13F portfolio, value $1,469,308.

    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 35,114 shares
    Change vs previous 13F +137 shares

    0.14% of the 13F portfolio, value $1,378,925.

    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 34,977 shares
    Change vs previous 13F +110 shares

    0.15% of the 13F portfolio, value $1,430,539.

    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 34,867 shares
    Change vs previous 13F +117 shares

    0.14% of the 13F portfolio, value $1,297,758.

    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 34,750 shares
    Change vs previous 13F -82 shares

    0.14% of the 13F portfolio, value $1,182,192.

    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 34,832 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,201,721.

    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).