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Disclosery

Marcum Wealth, LLC: TFC position timeline

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

Marcum Wealth, LLC held 13,051 TFC 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 13,051 shares
    Change vs previous 13F +92 shares

    0.05% of the 13F portfolio, value $537,040.

    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 12,959 shares
    Change vs previous 13F +150 shares

    0.05% of the 13F portfolio, value $562,166.

    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 12,809 shares
    Change vs previous 13F -671 shares

    0.05% of the 13F portfolio, value $547,827.

    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 13,480 shares
    Change vs previous 13F -35 shares

    0.05% of the 13F portfolio, value $523,688.

    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 13,515 shares
    Change vs previous 13F +1,632 shares

    0.05% of the 13F portfolio, value $526,820.

    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 11,883 shares
    Change vs previous 13F -5,901 shares

    0.05% of the 13F portfolio, value $438,716.

    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 17,784 shares
    Change vs previous 13F +398 shares

    0.06% of the 13F portfolio, value $508,803.

    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 17,386 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $527,667.

    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).