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Disclosery

Marcum Wealth, LLC: IVV position timeline

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

Marcum Wealth, LLC held 345,386 IVV 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 345,386 shares
    Change vs previous 13F +10,146 shares

    16.77% of the 13F portfolio, value $194,072,305.

    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 335,240 shares
    Change vs previous 13F +5,435 shares

    17.1% of the 13F portfolio, value $197,348,992.

    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 329,805 shares
    Change vs previous 13F +7,928 shares

    17.67% of the 13F portfolio, value $190,238,111.

    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 321,877 shares
    Change vs previous 13F +8,421 shares

    17.66% of the 13F portfolio, value $176,140,817.

    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 313,456 shares
    Change vs previous 13F -36,274 shares

    16.71% of the 13F portfolio, value $164,793,050.

    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 349,730 shares
    Change vs previous 13F +14,049 shares

    17.78% of the 13F portfolio, value $167,041,503.

    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 335,681 shares
    Change vs previous 13F +16,563 shares

    17.33% of the 13F portfolio, value $144,151,600.

    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 319,118 shares
    Change vs previous 13F not available

    16.69% of the 13F portfolio, value $142,234,196.

    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).