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Disclosery

Marcum Wealth, LLC: VOO position timeline

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

Marcum Wealth, LLC held 29,530 VOO 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 29,530 shares
    Change vs previous 13F +476 shares

    1.31% of the 13F portfolio, value $15,175,795.

    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 29,054 shares
    Change vs previous 13F -204 shares

    1.36% of the 13F portfolio, value $15,654,586.

    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 29,258 shares
    Change vs previous 13F +823 shares

    1.43% of the 13F portfolio, value $15,438,569.

    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 28,435 shares
    Change vs previous 13F -318 shares

    1.43% of the 13F portfolio, value $14,221,333.

    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 28,753 shares
    Change vs previous 13F -1,159 shares

    1.4% of the 13F portfolio, value $13,821,662.

    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 29,912 shares
    Change vs previous 13F +551 shares

    1.39% of the 13F portfolio, value $13,065,642.

    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 29,361 shares
    Change vs previous 13F +1,190 shares

    1.39% of the 13F portfolio, value $11,529,903.

    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 28,171 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $11,473,311.

    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).