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Disclosery

Marcum Wealth, LLC: VONG position timeline

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

Marcum Wealth, LLC held 10,365 VONG 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 10,365 shares
    Change vs previous 13F -6 shares

    0.08% of the 13F portfolio, value $961,762.

    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 10,371 shares
    Change vs previous 13F -69 shares

    0.09% of the 13F portfolio, value $1,071,330.

    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 10,440 shares
    Change vs previous 13F -696 shares

    0.09% of the 13F portfolio, value $1,007,713.

    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 11,136 shares
    Change vs previous 13F -75 shares

    0.1% of the 13F portfolio, value $1,044,625.

    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 11,211 shares
    Change vs previous 13F -705 shares

    0.1% of the 13F portfolio, value $971,618.

    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 11,916 shares
    Change vs previous 13F -2,237 shares

    0.1% of the 13F portfolio, value $929,685.

    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 14,153 shares
    Change vs previous 13F +4 shares

    0.12% of the 13F portfolio, value $968,615.

    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 14,149 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,001,183.

    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).