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Disclosery

Marcum Wealth, LLC: IEFA position timeline

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

Marcum Wealth, LLC held 596,246 IEFA 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 596,246 shares
    Change vs previous 13F -4,666 shares

    3.9% of the 13F portfolio, value $45,105,973.

    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 600,912 shares
    Change vs previous 13F -8,214 shares

    3.66% of the 13F portfolio, value $42,232,061.

    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 609,126 shares
    Change vs previous 13F -2,868 shares

    4.42% of the 13F portfolio, value $47,542,252.

    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 611,994 shares
    Change vs previous 13F -4,416 shares

    4.46% of the 13F portfolio, value $44,455,215.

    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 616,410 shares
    Change vs previous 13F -21,450 shares

    4.64% of the 13F portfolio, value $45,749,967.

    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 637,860 shares
    Change vs previous 13F -3,593 shares

    4.78% of the 13F portfolio, value $44,873,467.

    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 641,453 shares
    Change vs previous 13F -7,951 shares

    4.96% of the 13F portfolio, value $41,277,471.

    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 649,404 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $43,834,738.

    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).