Skip to content
Disclosery

Marcum Wealth, LLC: IWS position timeline

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

Marcum Wealth, LLC held 4,770 IWS 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 4,770 shares
    Change vs previous 13F -34 shares

    0.05% of the 13F portfolio, value $600,834.

    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 4,804 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $621,411.

    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 4,804 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $635,361.

    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 4,804 shares
    Change vs previous 13F +345 shares

    0.06% of the 13F portfolio, value $580,036.

    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 4,459 shares
    Change vs previous 13F -217 shares

    0.06% of the 13F portfolio, value $558,826.

    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 4,676 shares
    Change vs previous 13F -458 shares

    0.06% of the 13F portfolio, value $543,735.

    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 5,134 shares
    Change vs previous 13F -394 shares

    0.06% of the 13F portfolio, value $535,695.

    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 5,528 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $607,210.

    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).