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Disclosery

Marcum Wealth, LLC: NVDA position timeline

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

Marcum Wealth, LLC held 83,594 NVDA 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 83,594 shares
    Change vs previous 13F -640 shares

    0.78% of the 13F portfolio, value $9,059,937.

    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 84,234 shares
    Change vs previous 13F +282 shares

    0.98% of the 13F portfolio, value $11,311,808.

    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 83,952 shares
    Change vs previous 13F -1,235 shares

    0.95% of the 13F portfolio, value $10,195,143.

    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 85,187 shares
    Change vs previous 13F +76,771 shares

    1.06% of the 13F portfolio, value $10,524,006.

    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 8,416 shares
    Change vs previous 13F -733 shares

    0.77% of the 13F portfolio, value $7,604,362.

    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 9,149 shares
    Change vs previous 13F -324 shares

    0.48% of the 13F portfolio, value $4,530,768.

    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 9,473 shares
    Change vs previous 13F +2,154 shares

    0.5% of the 13F portfolio, value $4,120,662.

    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 7,319 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,096,085.

    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).