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Disclosery

Marcum Wealth, LLC: VTV position timeline

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

Marcum Wealth, LLC held 16,254 VTV 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 16,254 shares
    Change vs previous 13F -4,027 shares

    0.24% of the 13F portfolio, value $2,807,640.

    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 20,281 shares
    Change vs previous 13F +3,075 shares

    0.3% of the 13F portfolio, value $3,433,499.

    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 17,206 shares
    Change vs previous 13F -1,231 shares

    0.28% of the 13F portfolio, value $3,003,575.

    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 18,437 shares
    Change vs previous 13F +600 shares

    0.3% of the 13F portfolio, value $2,957,408.

    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 17,837 shares
    Change vs previous 13F -4,869 shares

    0.29% of the 13F portfolio, value $2,904,862.

    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 22,706 shares
    Change vs previous 13F +1,944 shares

    0.36% of the 13F portfolio, value $3,394,614.

    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 20,762 shares
    Change vs previous 13F -2,755 shares

    0.34% of the 13F portfolio, value $2,863,678.

    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 23,517 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,341,735.

    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).