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Disclosery

Marcum Wealth, LLC: PEP position timeline

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

Marcum Wealth, LLC held 8,890 PEP 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 8,890 shares
    Change vs previous 13F -233 shares

    0.12% of the 13F portfolio, value $1,332,967.

    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 9,123 shares
    Change vs previous 13F +37 shares

    0.12% of the 13F portfolio, value $1,387,243.

    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 9,086 shares
    Change vs previous 13F +189 shares

    0.14% of the 13F portfolio, value $1,545,074.

    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 8,897 shares
    Change vs previous 13F +190 shares

    0.15% of the 13F portfolio, value $1,467,382.

    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 8,707 shares
    Change vs previous 13F -416 shares

    0.15% of the 13F portfolio, value $1,523,812.

    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 9,123 shares
    Change vs previous 13F +289 shares

    0.16% of the 13F portfolio, value $1,549,450.

    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 8,834 shares
    Change vs previous 13F +70 shares

    0.18% of the 13F portfolio, value $1,496,833.

    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 8,764 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,623,179.

    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).