Skip to content
Disclosery

Marcum Wealth, LLC: SMH position timeline

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

Marcum Wealth, LLC held 1,069 SMH 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 1,069 shares
    Change vs previous 13F +180 shares

    0.02% of the 13F portfolio, value $226,061.

    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 889 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $215,289.

    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 896 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $219,923.

    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 898 shares
    Change vs previous 13F -36 shares

    0.02% of the 13F portfolio, value $234,109.

    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 934 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $210,141.

    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).