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Disclosery

Marcum Wealth, LLC: OMC position timeline

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

Marcum Wealth, LLC held 2,926 OMC 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 2,926 shares
    Change vs previous 13F -139 shares

    0.02% of the 13F portfolio, value $242,566.

    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 3,065 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $263,676.

    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 3,042 shares
    Change vs previous 13F -55 shares

    0.03% of the 13F portfolio, value $314,524.

    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 3,097 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $277,827.

    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 3,085 shares
    Change vs previous 13F -135 shares

    0.03% of the 13F portfolio, value $298,513.

    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 3,220 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $278,537.

    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 3,216 shares
    Change vs previous 13F +161 shares

    0.03% of the 13F portfolio, value $239,534.

    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 3,055 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $290,699.

    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).