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Disclosery

Marcum Wealth, LLC: SCHA position timeline

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

Marcum Wealth, LLC held 2,072,513 SCHA 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 2,072,513 shares
    Change vs previous 13F -20,413 shares

    4.2% of the 13F portfolio, value $48,558,980.

    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 2,092,926 shares
    Change vs previous 13F +986,432 shares

    4.69% of the 13F portfolio, value $54,123,055.

    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 1,106,494 shares
    Change vs previous 13F -20,213 shares

    5.29% of the 13F portfolio, value $56,984,452.

    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 1,126,707 shares
    Change vs previous 13F -34,303 shares

    5.36% of the 13F portfolio, value $53,462,232.

    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 1,161,010 shares
    Change vs previous 13F -26,195 shares

    5.8% of the 13F portfolio, value $57,168,117.

    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 1,187,205 shares
    Change vs previous 13F -20,085 shares

    5.97% of the 13F portfolio, value $56,083,546.

    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 1,207,290 shares
    Change vs previous 13F -24,447 shares

    6.01% of the 13F portfolio, value $50,005,950.

    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 1,231,737 shares
    Change vs previous 13F not available

    6.33% of the 13F portfolio, value $53,950,093.

    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).