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Disclosery

Marcum Wealth, LLC: IGLB position timeline

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

Marcum Wealth, LLC held 7,997 IGLB 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 7,997 shares
    Change vs previous 13F -326 shares

    0.03% of the 13F portfolio, value $401,689.

    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 8,323 shares
    Change vs previous 13F +209 shares

    0.04% of the 13F portfolio, value $411,156.

    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 8,114 shares
    Change vs previous 13F -4,289 shares

    0.04% of the 13F portfolio, value $434,829.

    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 12,403 shares
    Change vs previous 13F +1,437 shares

    0.06% of the 13F portfolio, value $620,646.

    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 10,966 shares
    Change vs previous 13F -59 shares

    0.06% of the 13F portfolio, value $564,859.

    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 11,025 shares
    Change vs previous 13F -119 shares

    0.06% of the 13F portfolio, value $580,907.

    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 11,144 shares
    Change vs previous 13F +6,737 shares

    0.06% of the 13F portfolio, value $525,328.

    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 4,407 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $227,181.

    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).