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Disclosery

Marcum Wealth, LLC: GM position timeline

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

Marcum Wealth, LLC held 10,563 GM 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 10,563 shares
    Change vs previous 13F -421 shares

    0.04% of the 13F portfolio, value $496,778.

    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 10,984 shares
    Change vs previous 13F -8,690 shares

    0.05% of the 13F portfolio, value $585,118.

    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 19,674 shares
    Change vs previous 13F -1,238 shares

    0.08% of the 13F portfolio, value $882,182.

    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 20,912 shares
    Change vs previous 13F -425 shares

    0.1% of the 13F portfolio, value $971,572.

    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 21,337 shares
    Change vs previous 13F +621 shares

    0.1% of the 13F portfolio, value $967,633.

    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 20,716 shares
    Change vs previous 13F +919 shares

    0.08% of the 13F portfolio, value $744,119.

    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 19,797 shares
    Change vs previous 13F +4,641 shares

    0.08% of the 13F portfolio, value $652,707.

    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 15,156 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $584,415.

    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).