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Disclosery

Marcum Wealth, LLC: SMMV position timeline

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

Marcum Wealth, LLC held 0 SMMV shares at 2024-09-30 per its 13F-HR filed 2024-10-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -23,638 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 23,638 shares
    Change vs previous 13F -7 shares

    0.09% of the 13F portfolio, value $881,579.

    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).

  3. period ended2024-03-31
    13F 23,645 shares
    Change vs previous 13F +1,011 shares

    0.09% of the 13F portfolio, value $885,505.

    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).

  4. period ended2023-12-31
    13F 22,634 shares
    Change vs previous 13F +237 shares

    0.09% of the 13F portfolio, value $807,807.

    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).

  5. period ended2023-09-30
    13F 22,397 shares
    Change vs previous 13F +773 shares

    0.09% of the 13F portfolio, value $740,221.

    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).

  6. period ended2023-06-30
    13F 21,624 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $741,271.

    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).