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Disclosery

Marcum Wealth, LLC: IJR position timeline

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

Marcum Wealth, LLC held 340,953 IJR 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 340,953 shares
    Change vs previous 13F +29,842 shares

    3.08% of the 13F portfolio, value $35,653,470.

    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 311,111 shares
    Change vs previous 13F +12,409 shares

    3.11% of the 13F portfolio, value $35,846,199.

    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 298,702 shares
    Change vs previous 13F +24,411 shares

    3.25% of the 13F portfolio, value $34,936,160.

    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 274,291 shares
    Change vs previous 13F +31,766 shares

    2.93% of the 13F portfolio, value $29,255,847.

    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 242,525 shares
    Change vs previous 13F +43,355 shares

    2.72% of the 13F portfolio, value $26,803,877.

    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 199,170 shares
    Change vs previous 13F +39,052 shares

    2.29% of the 13F portfolio, value $21,560,141.

    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 160,118 shares
    Change vs previous 13F +38,909 shares

    1.82% of the 13F portfolio, value $15,103,916.

    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 121,209 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $12,078,461.

    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).