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Marcum Wealth, LLC: GOOG position timeline

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

Marcum Wealth, LLC held 18,305 GOOG 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 18,305 shares
    Change vs previous 13F -908 shares

    0.25% of the 13F portfolio, value $2,859,836.

    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 19,213 shares
    Change vs previous 13F +1,057 shares

    0.32% of the 13F portfolio, value $3,658,916.

    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 18,156 shares
    Change vs previous 13F +430 shares

    0.28% of the 13F portfolio, value $3,035,446.

    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 17,726 shares
    Change vs previous 13F +622 shares

    0.33% of the 13F portfolio, value $3,251,362.

    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 17,104 shares
    Change vs previous 13F -138 shares

    0.26% of the 13F portfolio, value $2,604,255.

    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 17,242 shares
    Change vs previous 13F -194 shares

    0.26% of the 13F portfolio, value $2,429,915.

    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 17,436 shares
    Change vs previous 13F +788 shares

    0.28% of the 13F portfolio, value $2,298,937.

    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 16,648 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,013,909.

    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).