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Disclosery

Marcum Wealth, LLC: MSFT position timeline

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

Marcum Wealth, LLC held 54,314 MSFT 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 54,314 shares
    Change vs previous 13F +3,852 shares

    1.76% of the 13F portfolio, value $20,388,988.

    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 50,462 shares
    Change vs previous 13F +1,566 shares

    1.84% of the 13F portfolio, value $21,269,688.

    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 48,896 shares
    Change vs previous 13F +528 shares

    1.95% of the 13F portfolio, value $21,040,143.

    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 48,368 shares
    Change vs previous 13F +1,126 shares

    2.17% of the 13F portfolio, value $21,618,009.

    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 47,242 shares
    Change vs previous 13F +4,115 shares

    2.02% of the 13F portfolio, value $19,875,720.

    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 43,127 shares
    Change vs previous 13F +260 shares

    1.73% of the 13F portfolio, value $16,217,585.

    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 42,867 shares
    Change vs previous 13F +4,501 shares

    1.63% of the 13F portfolio, value $13,535,257.

    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 38,366 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $13,065,045.

    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).