Skip to content
Disclosery

Marcum Wealth, LLC: MU position timeline

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

Marcum Wealth, LLC held 5,119 MU 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 5,119 shares
    Change vs previous 13F +198 shares

    0.04% of the 13F portfolio, value $444,790.

    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 4,921 shares
    Change vs previous 13F +43 shares

    0.04% of the 13F portfolio, value $414,151.

    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 4,878 shares
    Change vs previous 13F -178 shares

    0.05% of the 13F portfolio, value $505,897.

    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 5,056 shares
    Change vs previous 13F -10 shares

    0.07% of the 13F portfolio, value $665,016.

    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 5,066 shares
    Change vs previous 13F -507 shares

    0.06% of the 13F portfolio, value $597,231.

    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 5,573 shares
    Change vs previous 13F -512 shares

    0.05% of the 13F portfolio, value $475,600.

    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 6,085 shares
    Change vs previous 13F -669 shares

    0.05% of the 13F portfolio, value $413,963.

    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 6,754 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $426,245.

    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).