Skip to content
Disclosery

Marcum Wealth, LLC: VGLT position timeline

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

Marcum Wealth, LLC held 6,595 VGLT 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 6,595 shares
    Change vs previous 13F -166,020 shares

    0.03% of the 13F portfolio, value $379,938.

    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 172,615 shares
    Change vs previous 13F +20,678 shares

    0.83% of the 13F portfolio, value $9,554,224.

    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 151,937 shares
    Change vs previous 13F +16,225 shares

    0.87% of the 13F portfolio, value $9,350,217.

    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 135,712 shares
    Change vs previous 13F +18,375 shares

    0.78% of the 13F portfolio, value $7,827,876.

    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 117,337 shares
    Change vs previous 13F +19,472 shares

    0.7% of the 13F portfolio, value $6,951,046.

    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 97,865 shares
    Change vs previous 13F +21,414 shares

    0.64% of the 13F portfolio, value $6,021,633.

    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 76,451 shares
    Change vs previous 13F +27,963 shares

    0.51% of the 13F portfolio, value $4,243,795.

    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 48,488 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,080,443.

    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).