Skip to content
Disclosery

Marcum Wealth, LLC: SPYV position timeline

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

Marcum Wealth, LLC held 83,568 SPYV 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 83,568 shares
    Change vs previous 13F +1,193 shares

    0.37% of the 13F portfolio, value $4,267,818.

    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 82,375 shares
    Change vs previous 13F -150 shares

    0.37% of the 13F portfolio, value $4,212,658.

    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 82,525 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $4,362,272.

    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 82,525 shares
    Change vs previous 13F -3,895 shares

    0.4% of the 13F portfolio, value $4,022,269.

    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 86,420 shares
    Change vs previous 13F -5,270 shares

    0.44% of the 13F portfolio, value $4,329,642.

    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 91,690 shares
    Change vs previous 13F -1,496 shares

    0.45% of the 13F portfolio, value $4,275,505.

    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 93,186 shares
    Change vs previous 13F -5,923 shares

    0.46% of the 13F portfolio, value $3,844,854.

    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 99,109 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $4,281,509.

    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).