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Disclosery

Marcum Wealth, LLC: VEU position timeline

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

Marcum Wealth, LLC held 28,795 VEU 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 28,795 shares
    Change vs previous 13F -100 shares

    0.15% of the 13F portfolio, value $1,746,705.

    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 28,895 shares
    Change vs previous 13F +18,932 shares

    0.14% of the 13F portfolio, value $1,658,862.

    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 9,963 shares
    Change vs previous 13F +161 shares

    0.06% of the 13F portfolio, value $627,669.

    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 9,802 shares
    Change vs previous 13F -1,465 shares

    0.06% of the 13F portfolio, value $574,789.

    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 11,267 shares
    Change vs previous 13F +97 shares

    0.07% of the 13F portfolio, value $660,810.

    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 11,170 shares
    Change vs previous 13F +65 shares

    0.07% of the 13F portfolio, value $627,084.

    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 11,105 shares
    Change vs previous 13F -346 shares

    0.07% of the 13F portfolio, value $575,999.

    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 11,451 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $623,031.

    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).