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Disclosery

Marcum Wealth, LLC: UPS position timeline

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

Marcum Wealth, LLC held 108,545 UPS 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 108,545 shares
    Change vs previous 13F +685 shares

    1.03% of the 13F portfolio, value $11,938,814.

    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 107,860 shares
    Change vs previous 13F -1,355 shares

    1.18% of the 13F portfolio, value $13,601,114.

    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 109,215 shares
    Change vs previous 13F -558 shares

    1.38% of the 13F portfolio, value $14,890,412.

    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 109,773 shares
    Change vs previous 13F -1,836 shares

    1.51% of the 13F portfolio, value $15,022,418.

    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 111,609 shares
    Change vs previous 13F +166 shares

    1.68% of the 13F portfolio, value $16,588,397.

    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 111,443 shares
    Change vs previous 13F -2,569 shares

    1.86% of the 13F portfolio, value $17,522,165.

    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 114,012 shares
    Change vs previous 13F -482 shares

    2.14% of the 13F portfolio, value $17,771,072.

    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 114,494 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $20,523,045.

    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).