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Disclosery

Marcum Wealth, LLC: MMIN position timeline

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

Marcum Wealth, LLC held 147,030 MMIN 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 147,030 shares
    Change vs previous 13F +5,797 shares

    0.3% of the 13F portfolio, value $3,474,319.

    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 141,233 shares
    Change vs previous 13F +317 shares

    0.29% of the 13F portfolio, value $3,366,995.

    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 140,916 shares
    Change vs previous 13F +12,955 shares

    0.32% of the 13F portfolio, value $3,463,714.

    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 127,961 shares
    Change vs previous 13F +9,183 shares

    0.31% of the 13F portfolio, value $3,073,622.

    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 118,778 shares
    Change vs previous 13F +28,025 shares

    0.29% of the 13F portfolio, value $2,886,317.

    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 90,753 shares
    Change vs previous 13F +19,056 shares

    0.24% of the 13F portfolio, value $2,228,892.

    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 71,697 shares
    Change vs previous 13F +9,586 shares

    0.2% of the 13F portfolio, value $1,638,276.

    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 62,111 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,503,707.

    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).