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Disclosery

Marcum Wealth, LLC: ET position timeline

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

Marcum Wealth, LLC held 11,869 ET 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 11,869 shares
    Change vs previous 13F -978 shares

    0.02% of the 13F portfolio, value $220,643.

    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 12,847 shares
    Change vs previous 13F +561 shares

    0.02% of the 13F portfolio, value $251,675.

    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 12,286 shares
    Change vs previous 13F -674 shares

    0.02% of the 13F portfolio, value $197,191.

    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 12,960 shares
    Change vs previous 13F +204 shares

    0.02% of the 13F portfolio, value $210,214.

    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 12,756 shares
    Change vs previous 13F +186 shares

    0.02% of the 13F portfolio, value $200,659.

    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 12,570 shares
    Change vs previous 13F -1,526 shares

    0.02% of the 13F portfolio, value $173,465.

    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 14,096 shares
    Change vs previous 13F +1,861 shares

    0.02% of the 13F portfolio, value $197,764.

    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 12,235 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $155,388.

    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).