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Disclosery

Marcum Wealth, LLC: EQIX position timeline

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

Marcum Wealth, LLC held 645 EQIX 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 645 shares
    Change vs previous 13F -49 shares

    0.05% of the 13F portfolio, value $525,901.

    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 694 shares
    Change vs previous 13F +36 shares

    0.06% of the 13F portfolio, value $654,366.

    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 658 shares
    Change vs previous 13F -74 shares

    0.05% of the 13F portfolio, value $584,061.

    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 732 shares
    Change vs previous 13F +83 shares

    0.06% of the 13F portfolio, value $553,831.

    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 649 shares
    Change vs previous 13F -33 shares

    0.05% of the 13F portfolio, value $535,639.

    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 682 shares
    Change vs previous 13F +20 shares

    0.06% of the 13F portfolio, value $549,276.

    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 662 shares
    Change vs previous 13F +121 shares

    0.06% of the 13F portfolio, value $480,784.

    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 541 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $424,112.

    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).