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Disclosery

Marcum Wealth, LLC: VONV position timeline

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

Marcum Wealth, LLC held 10,146 VONV 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 10,146 shares
    Change vs previous 13F -5 shares

    0.07% of the 13F portfolio, value $837,414.

    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 10,151 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $824,805.

    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 10,131 shares
    Change vs previous 13F -247 shares

    0.08% of the 13F portfolio, value $844,193.

    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 10,378 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $794,630.

    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 10,378 shares
    Change vs previous 13F -155 shares

    0.08% of the 13F portfolio, value $816,112.

    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 10,533 shares
    Change vs previous 13F -1,854 shares

    0.08% of the 13F portfolio, value $764,079.

    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 12,387 shares
    Change vs previous 13F +22 shares

    0.1% of the 13F portfolio, value $825,707.

    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 12,365 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $855,767.

    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).