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Disclosery

Marcum Wealth, LLC: VYM position timeline

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

Marcum Wealth, LLC held 7,335 VYM 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 7,335 shares
    Change vs previous 13F -644 shares

    0.08% of the 13F portfolio, value $945,872.

    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 7,979 shares
    Change vs previous 13F -60 shares

    0.09% of the 13F portfolio, value $1,018,080.

    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 8,039 shares
    Change vs previous 13F -163 shares

    0.1% of the 13F portfolio, value $1,030,580.

    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 8,202 shares
    Change vs previous 13F -1,467 shares

    0.1% of the 13F portfolio, value $972,740.

    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 9,669 shares
    Change vs previous 13F -1,029 shares

    0.12% of the 13F portfolio, value $1,169,835.

    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 10,698 shares
    Change vs previous 13F -833 shares

    0.13% of the 13F portfolio, value $1,194,209.

    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 11,531 shares
    Change vs previous 13F -1,773 shares

    0.14% of the 13F portfolio, value $1,191,373.

    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 13,304 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,411,145.

    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).