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Disclosery

Marcum Wealth, LLC: GTO position timeline

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

Marcum Wealth, LLC held 57,117 GTO 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 57,117 shares
    Change vs previous 13F +1,429 shares

    0.23% of the 13F portfolio, value $2,680,501.

    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 55,688 shares
    Change vs previous 13F +2,413 shares

    0.22% of the 13F portfolio, value $2,583,923.

    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 53,275 shares
    Change vs previous 13F +2,042 shares

    0.24% of the 13F portfolio, value $2,573,183.

    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 51,233 shares
    Change vs previous 13F +3,840 shares

    0.24% of the 13F portfolio, value $2,375,162.

    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 47,393 shares
    Change vs previous 13F +4,988 shares

    0.22% of the 13F portfolio, value $2,218,466.

    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 42,405 shares
    Change vs previous 13F +4,436 shares

    0.21% of the 13F portfolio, value $2,003,212.

    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 37,969 shares
    Change vs previous 13F +3,768 shares

    0.2% of the 13F portfolio, value $1,694,556.

    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 34,201 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,588,978.

    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).