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Disclosery

Marcum Wealth, LLC: VB position timeline

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

Marcum Wealth, LLC held 182,267 VB 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 182,267 shares
    Change vs previous 13F -1,942 shares

    3.49% of the 13F portfolio, value $40,417,729.

    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 184,209 shares
    Change vs previous 13F -3,894 shares

    3.84% of the 13F portfolio, value $44,261,675.

    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 188,103 shares
    Change vs previous 13F -1,562 shares

    4.15% of the 13F portfolio, value $44,619,855.

    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 189,665 shares
    Change vs previous 13F -27,575 shares

    4.15% of the 13F portfolio, value $41,354,472.

    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 217,240 shares
    Change vs previous 13F -4,531 shares

    5.04% of the 13F portfolio, value $49,658,803.

    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 221,771 shares
    Change vs previous 13F -1,941 shares

    5.03% of the 13F portfolio, value $47,310,381.

    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 223,712 shares
    Change vs previous 13F -661 shares

    5.08% of the 13F portfolio, value $42,297,304.

    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 224,373 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $44,625,600.

    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).