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Disclosery

Marcum Wealth, LLC: MRK position timeline

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

Marcum Wealth, LLC held 15,414 MRK 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 15,414 shares
    Change vs previous 13F -2,761 shares

    0.12% of the 13F portfolio, value $1,383,564.

    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 18,175 shares
    Change vs previous 13F -267 shares

    0.16% of the 13F portfolio, value $1,808,094.

    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 18,442 shares
    Change vs previous 13F -1,112 shares

    0.19% of the 13F portfolio, value $2,094,272.

    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 19,554 shares
    Change vs previous 13F +492 shares

    0.24% of the 13F portfolio, value $2,420,824.

    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 19,062 shares
    Change vs previous 13F -1,583 shares

    0.26% of the 13F portfolio, value $2,515,286.

    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 20,645 shares
    Change vs previous 13F -1,336 shares

    0.24% of the 13F portfolio, value $2,250,764.

    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 21,981 shares
    Change vs previous 13F +105 shares

    0.27% of the 13F portfolio, value $2,262,971.

    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 21,876 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,524,296.

    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).