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Disclosery

Marcum Wealth, LLC: VNQ position timeline

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

Marcum Wealth, LLC held 3,643 VNQ 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 3,643 shares
    Change vs previous 13F -9 shares

    0.03% of the 13F portfolio, value $329,837.

    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 3,652 shares
    Change vs previous 13F -49,854 shares

    0.03% of the 13F portfolio, value $325,320.

    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 53,506 shares
    Change vs previous 13F +6,108 shares

    0.48% of the 13F portfolio, value $5,212,515.

    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 47,398 shares
    Change vs previous 13F +5,769 shares

    0.4% of the 13F portfolio, value $3,970,022.

    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 41,629 shares
    Change vs previous 13F +4,709 shares

    0.37% of the 13F portfolio, value $3,600,041.

    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 36,920 shares
    Change vs previous 13F +6,008 shares

    0.35% of the 13F portfolio, value $3,262,215.

    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 30,912 shares
    Change vs previous 13F +1,372 shares

    0.28% of the 13F portfolio, value $2,338,771.

    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 29,540 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,468,331.

    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).