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Disclosery

Marcum Wealth, LLC: PECO position timeline

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

Marcum Wealth, LLC held 14,038 PECO 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 14,038 shares
    Change vs previous 13F -5 shares

    0.04% of the 13F portfolio, value $512,247.

    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 14,043 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $526,051.

    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 14,026 shares
    Change vs previous 13F -320 shares

    0.05% of the 13F portfolio, value $528,920.

    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 14,346 shares
    Change vs previous 13F +1,802 shares

    0.05% of the 13F portfolio, value $469,258.

    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 12,544 shares
    Change vs previous 13F -2,798 shares

    0.05% of the 13F portfolio, value $449,953.

    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 15,342 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $559,676.

    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 15,342 shares
    Change vs previous 13F -340 shares

    0.06% of the 13F portfolio, value $514,571.

    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 15,682 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $534,443.

    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).