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Disclosery

Marcum Wealth, LLC: VIG position timeline

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

Marcum Wealth, LLC held 31,256 VIG 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 31,256 shares
    Change vs previous 13F -41 shares

    0.52% of the 13F portfolio, value $6,063,346.

    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 31,297 shares
    Change vs previous 13F +33 shares

    0.53% of the 13F portfolio, value $6,128,886.

    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 31,264 shares
    Change vs previous 13F -74 shares

    0.58% of the 13F portfolio, value $6,192,142.

    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 31,338 shares
    Change vs previous 13F -702 shares

    0.57% of the 13F portfolio, value $5,720,747.

    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 32,040 shares
    Change vs previous 13F +867 shares

    0.59% of the 13F portfolio, value $5,850,819.

    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 31,173 shares
    Change vs previous 13F +888 shares

    0.57% of the 13F portfolio, value $5,311,874.

    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 30,285 shares
    Change vs previous 13F -39 shares

    0.57% of the 13F portfolio, value $4,705,679.

    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 30,324 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,925,535.

    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).