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Disclosery

Marcum Wealth, LLC: DIS position timeline

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

Marcum Wealth, LLC held 11,041 DIS 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 11,041 shares
    Change vs previous 13F +603 shares

    0.09% of the 13F portfolio, value $1,089,717.

    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 10,438 shares
    Change vs previous 13F +795 shares

    0.1% of the 13F portfolio, value $1,162,240.

    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 9,643 shares
    Change vs previous 13F -922 shares

    0.09% of the 13F portfolio, value $927,533.

    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 10,565 shares
    Change vs previous 13F +202 shares

    0.11% of the 13F portfolio, value $1,048,967.

    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 10,363 shares
    Change vs previous 13F +1,189 shares

    0.13% of the 13F portfolio, value $1,267,977.

    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 9,174 shares
    Change vs previous 13F -847 shares

    0.09% of the 13F portfolio, value $828,292.

    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 10,021 shares
    Change vs previous 13F -124 shares

    0.1% of the 13F portfolio, value $812,176.

    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 10,145 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $905,717.

    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).