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Disclosery

Marcum Wealth, LLC: VTEB position timeline

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

Marcum Wealth, LLC held 54,483 VTEB 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 54,483 shares
    Change vs previous 13F -7,070 shares

    0.23% of the 13F portfolio, value $2,703,452.

    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 61,553 shares
    Change vs previous 13F +3,686 shares

    0.27% of the 13F portfolio, value $3,085,654.

    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 57,867 shares
    Change vs previous 13F +331 shares

    0.27% of the 13F portfolio, value $2,958,161.

    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 57,536 shares
    Change vs previous 13F +15,955 shares

    0.29% of the 13F portfolio, value $2,883,129.

    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 41,581 shares
    Change vs previous 13F +7,886 shares

    0.21% of the 13F portfolio, value $2,103,999.

    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 33,695 shares
    Change vs previous 13F +4,300 shares

    0.18% of the 13F portfolio, value $1,720,130.

    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 29,395 shares
    Change vs previous 13F +310 shares

    0.17% of the 13F portfolio, value $1,413,900.

    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 29,085 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,460,649.

    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).