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Disclosery

Marcum Wealth, LLC: IJH position timeline

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

Marcum Wealth, LLC held 785,794 IJH 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 785,794 shares
    Change vs previous 13F +25,281 shares

    3.96% of the 13F portfolio, value $45,851,077.

    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 760,513 shares
    Change vs previous 13F +714,246 shares

    4.11% of the 13F portfolio, value $47,387,550.

    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 46,267 shares
    Change vs previous 13F +16,159 shares

    0.27% of the 13F portfolio, value $2,883,359.

    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 30,108 shares
    Change vs previous 13F +497 shares

    0.18% of the 13F portfolio, value $1,761,920.

    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 29,611 shares
    Change vs previous 13F +23,832 shares

    0.18% of the 13F portfolio, value $1,798,572.

    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 5,779 shares
    Change vs previous 13F +144 shares

    0.17% of the 13F portfolio, value $1,601,650.

    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 5,635 shares
    Change vs previous 13F +192 shares

    0.17% of the 13F portfolio, value $1,405,087.

    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 5,443 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,423,236.

    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).