Skip to content
Disclosery

Marcum Wealth, LLC: WMB position timeline

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

Marcum Wealth, LLC held 16,493 WMB 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 16,493 shares
    Change vs previous 13F -2,349 shares

    0.09% of the 13F portfolio, value $985,622.

    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 18,842 shares
    Change vs previous 13F -5,753 shares

    0.09% of the 13F portfolio, value $1,019,729.

    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 24,595 shares
    Change vs previous 13F -1,571 shares

    0.1% of the 13F portfolio, value $1,122,762.

    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 26,166 shares
    Change vs previous 13F +292 shares

    0.11% of the 13F portfolio, value $1,112,055.

    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 25,874 shares
    Change vs previous 13F -155 shares

    0.1% of the 13F portfolio, value $1,008,310.

    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 26,029 shares
    Change vs previous 13F +1,195 shares

    0.1% of the 13F portfolio, value $906,590.

    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 24,834 shares
    Change vs previous 13F -4,698 shares

    0.1% of the 13F portfolio, value $836,657.

    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 29,532 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $963,629.

    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).