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Disclosery

Marcum Wealth, LLC: IWF position timeline

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

Marcum Wealth, LLC held 11,702 IWF 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 11,702 shares
    Change vs previous 13F -333 shares

    0.37% of the 13F portfolio, value $4,225,517.

    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 12,035 shares
    Change vs previous 13F +460 shares

    0.42% of the 13F portfolio, value $4,832,996.

    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 11,575 shares
    Change vs previous 13F -138 shares

    0.4% of the 13F portfolio, value $4,344,945.

    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 11,713 shares
    Change vs previous 13F +196 shares

    0.43% of the 13F portfolio, value $4,269,346.

    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 11,517 shares
    Change vs previous 13F -1,502 shares

    0.39% of the 13F portfolio, value $3,881,936.

    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 13,019 shares
    Change vs previous 13F +1,179 shares

    0.42% of the 13F portfolio, value $3,947,028.

    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 11,840 shares
    Change vs previous 13F +7,978 shares

    0.38% of the 13F portfolio, value $3,149,235.

    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 3,862 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,062,656.

    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).