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Disclosery

Marcum Wealth, LLC: META position timeline

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

Marcum Wealth, LLC held 7,237 META 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 7,237 shares
    Change vs previous 13F +261 shares

    0.36% of the 13F portfolio, value $4,171,183.

    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 6,976 shares
    Change vs previous 13F +528 shares

    0.35% of the 13F portfolio, value $4,084,572.

    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 6,448 shares
    Change vs previous 13F +225 shares

    0.34% of the 13F portfolio, value $3,691,134.

    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 6,223 shares
    Change vs previous 13F +413 shares

    0.31% of the 13F portfolio, value $3,137,786.

    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 5,810 shares
    Change vs previous 13F +130 shares

    0.29% of the 13F portfolio, value $2,821,232.

    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 5,680 shares
    Change vs previous 13F +48 shares

    0.21% of the 13F portfolio, value $2,010,493.

    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 5,632 shares
    Change vs previous 13F +373 shares

    0.2% of the 13F portfolio, value $1,690,783.

    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 5,259 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,509,228.

    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).