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Disclosery

Marcum Wealth, LLC: PFE position timeline

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

Marcum Wealth, LLC held 34,602 PFE 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 34,602 shares
    Change vs previous 13F +6,535 shares

    0.08% of the 13F portfolio, value $876,806.

    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 28,067 shares
    Change vs previous 13F -7,468 shares

    0.06% of the 13F portfolio, value $744,627.

    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 35,535 shares
    Change vs previous 13F -1,938 shares

    0.1% of the 13F portfolio, value $1,028,372.

    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 37,473 shares
    Change vs previous 13F +208 shares

    0.11% of the 13F portfolio, value $1,048,485.

    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 37,265 shares
    Change vs previous 13F +3,926 shares

    0.1% of the 13F portfolio, value $1,034,115.

    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 33,339 shares
    Change vs previous 13F -5,680 shares

    0.1% of the 13F portfolio, value $959,837.

    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 39,019 shares
    Change vs previous 13F +4,713 shares

    0.16% of the 13F portfolio, value $1,294,250.

    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 34,306 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,258,336.

    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).