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Disclosery

Marcum Wealth, LLC: MO position timeline

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

Marcum Wealth, LLC held 60,852 MO 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 60,852 shares
    Change vs previous 13F +89 shares

    0.32% of the 13F portfolio, value $3,652,351.

    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 60,763 shares
    Change vs previous 13F +3,969 shares

    0.28% of the 13F portfolio, value $3,177,298.

    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 56,794 shares
    Change vs previous 13F +1,089 shares

    0.27% of the 13F portfolio, value $2,898,774.

    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 55,705 shares
    Change vs previous 13F +464 shares

    0.25% of the 13F portfolio, value $2,537,386.

    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 55,241 shares
    Change vs previous 13F +1,545 shares

    0.24% of the 13F portfolio, value $2,409,619.

    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 53,696 shares
    Change vs previous 13F -2,867 shares

    0.23% of the 13F portfolio, value $2,166,084.

    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 56,563 shares
    Change vs previous 13F -3,264 shares

    0.29% of the 13F portfolio, value $2,378,456.

    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 59,827 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,710,141.

    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).