Skip to content
Disclosery

Marcum Wealth, LLC: ICE position timeline

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

Marcum Wealth, LLC held 2,675 ICE 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 2,675 shares
    Change vs previous 13F -393 shares

    0.04% of the 13F portfolio, value $461,438.

    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 3,068 shares
    Change vs previous 13F +22 shares

    0.04% of the 13F portfolio, value $457,163.

    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 3,046 shares
    Change vs previous 13F +196 shares

    0.05% of the 13F portfolio, value $489,309.

    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 2,850 shares
    Change vs previous 13F +48 shares

    0.04% of the 13F portfolio, value $390,137.

    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 2,802 shares
    Change vs previous 13F +87 shares

    0.04% of the 13F portfolio, value $385,079.

    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 2,715 shares
    Change vs previous 13F +139 shares

    0.04% of the 13F portfolio, value $348,687.

    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 2,576 shares
    Change vs previous 13F +43 shares

    0.03% of the 13F portfolio, value $283,412.

    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 2,533 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $286,432.

    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).