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Disclosery

Marcum Wealth, LLC: QQQ position timeline

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

Marcum Wealth, LLC held 19,661 QQQ 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 19,661 shares
    Change vs previous 13F +95 shares

    0.8% of the 13F portfolio, value $9,219,362.

    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 19,566 shares
    Change vs previous 13F +605 shares

    0.87% of the 13F portfolio, value $10,002,645.

    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 18,961 shares
    Change vs previous 13F +308 shares

    0.86% of the 13F portfolio, value $9,254,440.

    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 18,653 shares
    Change vs previous 13F +17,408 shares

    0.9% of the 13F portfolio, value $8,936,644.

    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 1,245 shares
    Change vs previous 13F -17 shares

    0.06% of the 13F portfolio, value $552,580.

    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 1,262 shares
    Change vs previous 13F +284 shares

    0.06% of the 13F portfolio, value $516,975.

    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 978 shares
    Change vs previous 13F -98 shares

    0.04% of the 13F portfolio, value $350,499.

    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 1,076 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $397,585.

    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).