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Disclosery

Marcum Wealth, LLC: VEA position timeline

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

Marcum Wealth, LLC held 1,276,298 VEA 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 1,276,298 shares
    Change vs previous 13F -18,444 shares

    5.61% of the 13F portfolio, value $64,874,244.

    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 1,294,742 shares
    Change vs previous 13F +50,348 shares

    5.37% of the 13F portfolio, value $61,914,562.

    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 1,244,394 shares
    Change vs previous 13F +31,244 shares

    6.11% of the 13F portfolio, value $65,716,468.

    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 1,213,150 shares
    Change vs previous 13F -61,307 shares

    6.01% of the 13F portfolio, value $59,953,888.

    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 1,274,457 shares
    Change vs previous 13F +51,884 shares

    6.48% of the 13F portfolio, value $63,939,493.

    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 1,222,573 shares
    Change vs previous 13F +72,809 shares

    6.23% of the 13F portfolio, value $58,561,252.

    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 1,149,764 shares
    Change vs previous 13F +62,758 shares

    6.04% of the 13F portfolio, value $50,267,692.

    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 1,087,006 shares
    Change vs previous 13F not available

    5.89% of the 13F portfolio, value $50,197,959.

    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).