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Disclosery

Marcum Wealth, LLC: IEMG position timeline

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

Marcum Wealth, LLC held 279,029 IEMG 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 279,029 shares
    Change vs previous 13F -16,160 shares

    1.3% of the 13F portfolio, value $15,059,195.

    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 295,189 shares
    Change vs previous 13F -4,827 shares

    1.34% of the 13F portfolio, value $15,414,770.

    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 300,016 shares
    Change vs previous 13F +703 shares

    1.6% of the 13F portfolio, value $17,223,895.

    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 299,313 shares
    Change vs previous 13F -198 shares

    1.61% of the 13F portfolio, value $16,022,203.

    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 299,511 shares
    Change vs previous 13F -4,691 shares

    1.57% of the 13F portfolio, value $15,454,770.

    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 304,202 shares
    Change vs previous 13F -6,935 shares

    1.64% of the 13F portfolio, value $15,386,540.

    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 311,137 shares
    Change vs previous 13F +9,682 shares

    1.78% of the 13F portfolio, value $14,807,010.

    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 301,455 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $14,858,695.

    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).