Skip to content
Disclosery

Marcum Wealth, LLC: NU position timeline

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

Marcum Wealth, LLC held 36,128 NU 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 36,128 shares
    Change vs previous 13F -264 shares

    0.03% of the 13F portfolio, value $369,951.

    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 36,392 shares
    Change vs previous 13F -829 shares

    0.03% of the 13F portfolio, value $377,021.

    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 37,221 shares
    Change vs previous 13F +903 shares

    0.05% of the 13F portfolio, value $508,067.

    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 36,318 shares
    Change vs previous 13F +33 shares

    0.05% of the 13F portfolio, value $468,139.

    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 36,285 shares
    Change vs previous 13F -36 shares

    0.04% of the 13F portfolio, value $432,880.

    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 36,321 shares
    Change vs previous 13F +800 shares

    0.03% of the 13F portfolio, value $302,554.

    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 35,521 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $257,527.

    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).