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Disclosery

Marcum Wealth, LLC: FSCO position timeline

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

Marcum Wealth, LLC held 56,711 FSCO 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 56,711 shares
    Change vs previous 13F +2,605 shares

    0.03% of the 13F portfolio, value $399,813.

    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 54,106 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $369,003.

    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 54,106 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $343,573.

    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 54,106 shares
    Change vs previous 13F +4,548 shares

    0.03% of the 13F portfolio, value $344,655.

    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 49,558 shares
    Change vs previous 13F -8,205 shares

    0.03% of the 13F portfolio, value $293,879.

    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 57,763 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $327,516.

    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 57,763 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $313,075.

    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 57,763 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $274,374.

    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).