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Disclosery

Marcum Wealth, LLC: F position timeline

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

Marcum Wealth, LLC held 24,054 F 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 24,054 shares
    Change vs previous 13F -2,905 shares

    0.02% of the 13F portfolio, value $241,265.

    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 26,959 shares
    Change vs previous 13F -1,738 shares

    0.02% of the 13F portfolio, value $266,890.

    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 28,697 shares
    Change vs previous 13F -823 shares

    0.03% of the 13F portfolio, value $303,037.

    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 29,520 shares
    Change vs previous 13F +3,224 shares

    0.04% of the 13F portfolio, value $370,182.

    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 26,296 shares
    Change vs previous 13F -1,464 shares

    0.04% of the 13F portfolio, value $349,214.

    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 27,760 shares
    Change vs previous 13F -73 shares

    0.04% of the 13F portfolio, value $338,396.

    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 27,833 shares
    Change vs previous 13F -2,120 shares

    0.04% of the 13F portfolio, value $345,692.

    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 29,953 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $453,182.

    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).