Skip to content
Disclosery

Marcum Wealth, LLC: VMBS position timeline

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

Marcum Wealth, LLC held 15,288 VMBS 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 15,288 shares
    Change vs previous 13F +322 shares

    0.06% of the 13F portfolio, value $707,987.

    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 14,966 shares
    Change vs previous 13F +2,043 shares

    0.06% of the 13F portfolio, value $678,558.

    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 12,923 shares
    Change vs previous 13F -2,853 shares

    0.06% of the 13F portfolio, value $610,095.

    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 15,776 shares
    Change vs previous 13F -217 shares

    0.07% of the 13F portfolio, value $716,230.

    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 15,993 shares
    Change vs previous 13F -685 shares

    0.07% of the 13F portfolio, value $729,441.

    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 16,678 shares
    Change vs previous 13F -622 shares

    0.08% of the 13F portfolio, value $773,192.

    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 17,300 shares
    Change vs previous 13F +225 shares

    0.09% of the 13F portfolio, value $757,394.

    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 17,075 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $785,279.

    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).