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Disclosery

Marcum Wealth, LLC: VO position timeline

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

Marcum Wealth, LLC held 16,544 VO 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 16,544 shares
    Change vs previous 13F +88 shares

    0.37% of the 13F portfolio, value $4,278,657.

    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 16,456 shares
    Change vs previous 13F -99 shares

    0.38% of the 13F portfolio, value $4,346,602.

    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 16,555 shares
    Change vs previous 13F +251 shares

    0.41% of the 13F portfolio, value $4,367,784.

    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 16,304 shares
    Change vs previous 13F -88 shares

    0.4% of the 13F portfolio, value $3,947,271.

    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 16,392 shares
    Change vs previous 13F +100 shares

    0.42% of the 13F portfolio, value $4,095,780.

    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 16,292 shares
    Change vs previous 13F -530 shares

    0.4% of the 13F portfolio, value $3,790,240.

    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 16,822 shares
    Change vs previous 13F -262 shares

    0.42% of the 13F portfolio, value $3,503,075.

    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 17,084 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,761,279.

    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).