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Disclosery

Marcum Wealth, LLC: VTRS position timeline

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

Marcum Wealth, LLC held 11,649 VTRS 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 11,649 shares
    Change vs previous 13F -183 shares

    0.01% of the 13F portfolio, value $101,466.

    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 11,832 shares
    Change vs previous 13F +626 shares

    0.01% of the 13F portfolio, value $147,303.

    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 11,206 shares
    Change vs previous 13F +94 shares

    0.01% of the 13F portfolio, value $130,099.

    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 11,112 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $118,119.

    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).