Skip to content
Disclosery

Marcum Wealth, LLC: MA position timeline

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

Marcum Wealth, LLC held 2,852 MA 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 2,852 shares
    Change vs previous 13F -29 shares

    0.14% of the 13F portfolio, value $1,562,977.

    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 2,881 shares
    Change vs previous 13F -31 shares

    0.13% of the 13F portfolio, value $1,516,797.

    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 2,912 shares
    Change vs previous 13F +54 shares

    0.13% of the 13F portfolio, value $1,437,844.

    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 2,858 shares
    Change vs previous 13F +130 shares

    0.13% of the 13F portfolio, value $1,260,625.

    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 2,728 shares
    Change vs previous 13F -211 shares

    0.13% of the 13F portfolio, value $1,313,493.

    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 2,939 shares
    Change vs previous 13F -149 shares

    0.13% of the 13F portfolio, value $1,253,309.

    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 3,088 shares
    Change vs previous 13F +57 shares

    0.15% of the 13F portfolio, value $1,222,381.

    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 3,031 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,191,905.

    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).