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Disclosery

Marcum Wealth, LLC: FIS position timeline

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

Marcum Wealth, LLC held 4,877 FIS 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 4,877 shares
    Change vs previous 13F -24 shares

    0.03% of the 13F portfolio, value $364,214.

    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 4,901 shares
    Change vs previous 13F -47 shares

    0.03% of the 13F portfolio, value $395,854.

    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 4,948 shares
    Change vs previous 13F +281 shares

    0.04% of the 13F portfolio, value $414,395.

    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 4,667 shares
    Change vs previous 13F +131 shares

    0.04% of the 13F portfolio, value $351,705.

    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 4,536 shares
    Change vs previous 13F -3,060 shares

    0.03% of the 13F portfolio, value $336,480.

    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 7,596 shares
    Change vs previous 13F -396 shares

    0.05% of the 13F portfolio, value $456,292.

    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 7,992 shares
    Change vs previous 13F -14 shares

    0.05% of the 13F portfolio, value $441,718.

    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 8,006 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $437,922.

    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).