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Disclosery

Marcum Wealth, LLC: PM position timeline

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

Marcum Wealth, LLC held 15,615 PM 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 15,615 shares
    Change vs previous 13F -228 shares

    0.21% of the 13F portfolio, value $2,478,628.

    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 15,843 shares
    Change vs previous 13F -9 shares

    0.17% of the 13F portfolio, value $1,906,764.

    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 15,852 shares
    Change vs previous 13F -691 shares

    0.18% of the 13F portfolio, value $1,924,426.

    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 16,543 shares
    Change vs previous 13F +69 shares

    0.17% of the 13F portfolio, value $1,676,288.

    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 16,474 shares
    Change vs previous 13F -995 shares

    0.15% of the 13F portfolio, value $1,509,362.

    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 17,469 shares
    Change vs previous 13F -340 shares

    0.17% of the 13F portfolio, value $1,643,526.

    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 17,809 shares
    Change vs previous 13F +209 shares

    0.2% of the 13F portfolio, value $1,648,761.

    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 17,600 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,718,109.

    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).