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Disclosery

Marcum Wealth, LLC: IYW position timeline

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

Marcum Wealth, LLC held 9,787 IYW 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 9,787 shares
    Change vs previous 13F -421 shares

    0.12% of the 13F portfolio, value $1,374,542.

    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 10,208 shares
    Change vs previous 13F -18 shares

    0.14% of the 13F portfolio, value $1,628,429.

    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 10,226 shares
    Change vs previous 13F -318 shares

    0.14% of the 13F portfolio, value $1,550,466.

    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 10,544 shares
    Change vs previous 13F -293 shares

    0.16% of the 13F portfolio, value $1,586,872.

    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 10,837 shares
    Change vs previous 13F +683 shares

    0.15% of the 13F portfolio, value $1,463,645.

    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 10,154 shares
    Change vs previous 13F -1,273 shares

    0.13% of the 13F portfolio, value $1,246,404.

    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 11,427 shares
    Change vs previous 13F -768 shares

    0.14% of the 13F portfolio, value $1,198,921.

    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 12,195 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,327,670.

    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).