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Disclosery

Marcum Wealth, LLC: EMR position timeline

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

Marcum Wealth, LLC held 5,439 EMR 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 5,439 shares
    Change vs previous 13F -203 shares

    0.05% of the 13F portfolio, value $596,332.

    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 5,642 shares
    Change vs previous 13F +550 shares

    0.06% of the 13F portfolio, value $699,213.

    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 5,092 shares
    Change vs previous 13F -186 shares

    0.05% of the 13F portfolio, value $556,912.

    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 5,278 shares
    Change vs previous 13F -277 shares

    0.06% of the 13F portfolio, value $581,424.

    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 5,555 shares
    Change vs previous 13F +1,513 shares

    0.06% of the 13F portfolio, value $630,048.

    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 4,042 shares
    Change vs previous 13F +99 shares

    0.04% of the 13F portfolio, value $393,408.

    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 3,943 shares
    Change vs previous 13F +160 shares

    0.05% of the 13F portfolio, value $380,776.

    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 3,783 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $341,945.

    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).