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Disclosery

Marcum Wealth, LLC: VWO position timeline

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

Marcum Wealth, LLC held 886,274 VWO 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 886,274 shares
    Change vs previous 13F -225,555 shares

    3.47% of the 13F portfolio, value $40,112,756.

    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 1,111,829 shares
    Change vs previous 13F +41,785 shares

    4.24% of the 13F portfolio, value $48,964,955.

    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 1,070,044 shares
    Change vs previous 13F +28,174 shares

    4.76% of the 13F portfolio, value $51,201,616.

    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 1,041,870 shares
    Change vs previous 13F -17,179 shares

    4.57% of the 13F portfolio, value $45,592,243.

    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 1,059,049 shares
    Change vs previous 13F +61,105 shares

    4.49% of the 13F portfolio, value $44,236,490.

    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 997,944 shares
    Change vs previous 13F +36,387 shares

    4.36% of the 13F portfolio, value $41,015,514.

    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 961,557 shares
    Change vs previous 13F +60,528 shares

    4.53% of the 13F portfolio, value $37,702,661.

    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 901,029 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $36,653,871.

    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).