Marcum Wealth, LLC: SHW position timeline

Marcum Wealth, LLC held 1,758 SHW 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 1,758 shares

   Change vs previous 13F -9 shares

   0.05% of the 13F portfolio, value $613,876.

   13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
   Filed 2025-04-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-12-31

   13F 1,767 shares

   Change vs previous 13F -7 shares

   0.05% of the 13F portfolio, value $600,656.

   13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 1,774 shares

   Change vs previous 13F +19 shares

   0.06% of the 13F portfolio, value $677,083.

   13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 1,755 shares

   Change vs previous 13F +16 shares

   0.05% of the 13F portfolio, value $523,745.

   13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
   Filed 2024-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 1,739 shares

   Change vs previous 13F -11 shares

   0.06% of the 13F portfolio, value $604,007.

   13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
   Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-12-31

   13F 1,750 shares

   Change vs previous 13F -55 shares

   0.06% of the 13F portfolio, value $545,825.

   13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
   Filed 2024-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-09-30

   13F 1,805 shares

   Change vs previous 13F -26 shares

   0.06% of the 13F portfolio, value $460,365.

   13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
   Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-06-30

   13F 1,831 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $486,264.

   13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
   Filed 2023-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).