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Disclosery

Marcum Wealth, LLC: MTUM position timeline

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

Marcum Wealth, LLC held 5,669 MTUM 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 5,669 shares
    Change vs previous 13F -164 shares

    0.1% of the 13F portfolio, value $1,145,875.

    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 5,833 shares
    Change vs previous 13F -16 shares

    0.1% of the 13F portfolio, value $1,206,964.

    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 5,849 shares
    Change vs previous 13F -7 shares

    0.11% of the 13F portfolio, value $1,185,943.

    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 5,856 shares
    Change vs previous 13F -260 shares

    0.11% of the 13F portfolio, value $1,141,159.

    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 6,116 shares
    Change vs previous 13F -572 shares

    0.12% of the 13F portfolio, value $1,145,833.

    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 6,688 shares
    Change vs previous 13F -79 shares

    0.11% of the 13F portfolio, value $1,049,280.

    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 6,767 shares
    Change vs previous 13F -1,182 shares

    0.11% of the 13F portfolio, value $945,350.

    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 7,949 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,146,643.

    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).