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Disclosery

Marcum Wealth, LLC: SPY position timeline

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

Marcum Wealth, LLC held 11,296 SPY 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 11,296 shares
    Change vs previous 13F -3,654 shares

    0.55% of the 13F portfolio, value $6,319,003.

    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 14,950 shares
    Change vs previous 13F +12,880 shares

    0.76% of the 13F portfolio, value $8,762,026.

    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 2,070 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,187,802.

    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 2,070 shares
    Change vs previous 13F -30 shares

    0.11% of the 13F portfolio, value $1,126,654.

    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 2,100 shares
    Change vs previous 13F -3,354 shares

    0.11% of the 13F portfolio, value $1,098,546.

    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 5,454 shares
    Change vs previous 13F +3,346 shares

    0.28% of the 13F portfolio, value $2,592,414.

    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 2,108 shares
    Change vs previous 13F -15 shares

    0.11% of the 13F portfolio, value $901,185.

    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 2,123 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $941,135.

    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).