Marcum Wealth, LLC: FDX position timeline

Marcum Wealth, LLC held 830 FDX 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 830 shares

   Change vs previous 13F -349 shares

   0.02% of the 13F portfolio, value $202,337.

   13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
   Filed 2025-04-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-12-31

   13F 1,179 shares

   Change vs previous 13F +84 shares

   0.03% of the 13F portfolio, value $331,688.

   13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 1,095 shares

   Change vs previous 13F +58 shares

   0.03% of the 13F portfolio, value $299,680.

   13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 1,037 shares

   Change vs previous 13F -22 shares

   0.03% of the 13F portfolio, value $310,934.

   13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
   Filed 2024-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 1,059 shares

   Change vs previous 13F -326 shares

   0.03% of the 13F portfolio, value $306,835.

   13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
   Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-12-31

   13F 1,385 shares

   Change vs previous 13F +153 shares

   0.04% of the 13F portfolio, value $350,363.

   13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
   Filed 2024-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-09-30

   13F 1,232 shares

   Change vs previous 13F +262 shares

   0.04% of the 13F portfolio, value $326,381.

   13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
   Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-06-30

   13F 970 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $240,463.

   13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
   Filed 2023-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).