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Disclosery

Marcum Wealth, LLC: MDT position timeline

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

Marcum Wealth, LLC held 7,927 MDT 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 7,927 shares
    Change vs previous 13F +225 shares

    0.06% of the 13F portfolio, value $712,320.

    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 7,702 shares
    Change vs previous 13F -944 shares

    0.05% of the 13F portfolio, value $615,236.

    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 8,646 shares
    Change vs previous 13F -1,012 shares

    0.07% of the 13F portfolio, value $778,399.

    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 9,658 shares
    Change vs previous 13F +66 shares

    0.08% of the 13F portfolio, value $760,181.

    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 9,592 shares
    Change vs previous 13F -1,628 shares

    0.08% of the 13F portfolio, value $835,943.

    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 11,220 shares
    Change vs previous 13F -1,070 shares

    0.1% of the 13F portfolio, value $924,304.

    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 12,290 shares
    Change vs previous 13F +2,069 shares

    0.12% of the 13F portfolio, value $963,044.

    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 10,221 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $900,470.

    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).