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Disclosery

Marcum Wealth, LLC: HD position timeline

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

Marcum Wealth, LLC held 6,316 HD 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 6,316 shares
    Change vs previous 13F -496 shares

    0.2% of the 13F portfolio, value $2,314,739.

    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 6,812 shares
    Change vs previous 13F +419 shares

    0.23% of the 13F portfolio, value $2,649,908.

    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 6,393 shares
    Change vs previous 13F -18 shares

    0.24% of the 13F portfolio, value $2,590,317.

    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 6,411 shares
    Change vs previous 13F -89 shares

    0.22% of the 13F portfolio, value $2,207,075.

    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 6,500 shares
    Change vs previous 13F +180 shares

    0.25% of the 13F portfolio, value $2,493,466.

    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 6,320 shares
    Change vs previous 13F +43 shares

    0.23% of the 13F portfolio, value $2,190,129.

    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 6,277 shares
    Change vs previous 13F -23 shares

    0.23% of the 13F portfolio, value $1,896,789.

    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 6,300 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,957,056.

    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).