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Disclosery

Marcum Wealth, LLC: V position timeline

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

Marcum Wealth, LLC held 10,458 V 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 10,458 shares
    Change vs previous 13F +92 shares

    0.32% of the 13F portfolio, value $3,665,111.

    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 10,366 shares
    Change vs previous 13F -92 shares

    0.28% of the 13F portfolio, value $3,276,071.

    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 10,458 shares
    Change vs previous 13F +356 shares

    0.27% of the 13F portfolio, value $2,875,409.

    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 10,102 shares
    Change vs previous 13F +7 shares

    0.27% of the 13F portfolio, value $2,651,481.

    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 10,095 shares
    Change vs previous 13F -659 shares

    0.29% of the 13F portfolio, value $2,817,281.

    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 10,754 shares
    Change vs previous 13F -749 shares

    0.3% of the 13F portfolio, value $2,799,738.

    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 11,503 shares
    Change vs previous 13F +2,413 shares

    0.32% of the 13F portfolio, value $2,645,715.

    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 9,090 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,158,800.

    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).