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Disclosery

Marcum Wealth, LLC: EIX position timeline

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

Marcum Wealth, LLC held 4,746 EIX 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 4,746 shares
    Change vs previous 13F -516 shares

    0.02% of the 13F portfolio, value $279,634.

    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 5,262 shares
    Change vs previous 13F -1,839 shares

    0.04% of the 13F portfolio, value $420,118.

    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 7,101 shares
    Change vs previous 13F +294 shares

    0.06% of the 13F portfolio, value $618,426.

    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 6,807 shares
    Change vs previous 13F -36 shares

    0.05% of the 13F portfolio, value $488,811.

    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 6,843 shares
    Change vs previous 13F -874 shares

    0.05% of the 13F portfolio, value $484,005.

    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 7,717 shares
    Change vs previous 13F -654 shares

    0.06% of the 13F portfolio, value $551,688.

    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 8,371 shares
    Change vs previous 13F +244 shares

    0.06% of the 13F portfolio, value $529,801.

    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 8,127 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $564,420.

    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).