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Disclosery

Marcum Wealth, LLC: IBM position timeline

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

Marcum Wealth, LLC held 9,091 IBM 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 9,091 shares
    Change vs previous 13F -1,036 shares

    0.2% of the 13F portfolio, value $2,260,590.

    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 10,127 shares
    Change vs previous 13F +52 shares

    0.19% of the 13F portfolio, value $2,226,209.

    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 10,075 shares
    Change vs previous 13F +1,062 shares

    0.21% of the 13F portfolio, value $2,227,399.

    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 9,013 shares
    Change vs previous 13F +72 shares

    0.16% of the 13F portfolio, value $1,558,872.

    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 8,941 shares
    Change vs previous 13F +2,482 shares

    0.17% of the 13F portfolio, value $1,707,433.

    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 6,459 shares
    Change vs previous 13F +1,041 shares

    0.11% of the 13F portfolio, value $1,056,432.

    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 5,418 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $760,176.

    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 5,405 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $723,252.

    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).