Skip to content
Disclosery

Marcum Wealth, LLC: TSLA position timeline

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

Marcum Wealth, LLC held 8,235 TSLA 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 8,235 shares
    Change vs previous 13F +868 shares

    0.18% of the 13F portfolio, value $2,134,183.

    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 7,367 shares
    Change vs previous 13F +213 shares

    0.26% of the 13F portfolio, value $2,975,089.

    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 7,154 shares
    Change vs previous 13F -198 shares

    0.17% of the 13F portfolio, value $1,871,701.

    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 7,352 shares
    Change vs previous 13F -655 shares

    0.15% of the 13F portfolio, value $1,454,814.

    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 8,007 shares
    Change vs previous 13F +610 shares

    0.14% of the 13F portfolio, value $1,407,551.

    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 7,397 shares
    Change vs previous 13F +4 shares

    0.2% of the 13F portfolio, value $1,838,007.

    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 7,393 shares
    Change vs previous 13F +41 shares

    0.22% of the 13F portfolio, value $1,849,876.

    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 7,352 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,924,533.

    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).