Marcum Wealth, LLC: VRSK position timeline

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

Marcum Wealth, LLC held 679 VRSK shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

period ended2025-03-31
13F 679 shares
Change vs previous 13F +679 shares
0.02% of the 13F portfolio, value $202,084.
13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
Filed 2025-04-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 0 shares
Change vs previous 13F -864 shares
13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
Filed 2024-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2023-09-30
13F 864 shares
Change vs previous 13F -47 shares
0.02% of the 13F portfolio, value $204,111.
13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 911 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $205,913.
13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
Filed 2023-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).