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Disclosery

Marcum Wealth, LLC: GS position timeline

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

Marcum Wealth, LLC held 3,541 GS 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 3,541 shares
    Change vs previous 13F -169 shares

    0.17% of the 13F portfolio, value $1,934,413.

    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 3,710 shares
    Change vs previous 13F -123 shares

    0.18% of the 13F portfolio, value $2,124,420.

    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 3,833 shares
    Change vs previous 13F +49 shares

    0.18% of the 13F portfolio, value $1,897,939.

    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 3,784 shares
    Change vs previous 13F -87 shares

    0.17% of the 13F portfolio, value $1,711,579.

    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 3,871 shares
    Change vs previous 13F -47 shares

    0.16% of the 13F portfolio, value $1,616,878.

    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 3,918 shares
    Change vs previous 13F +604 shares

    0.16% of the 13F portfolio, value $1,511,447.

    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 3,314 shares
    Change vs previous 13F +303 shares

    0.13% of the 13F portfolio, value $1,072,311.

    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 3,011 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $971,054.

    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).