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Disclosery

Marcum Wealth, LLC: WMT position timeline

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

Marcum Wealth, LLC held 24,183 WMT 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 24,183 shares
    Change vs previous 13F +1,052 shares

    0.18% of the 13F portfolio, value $2,123,026.

    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 23,131 shares
    Change vs previous 13F -2,405 shares

    0.18% of the 13F portfolio, value $2,089,886.

    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 25,536 shares
    Change vs previous 13F +297 shares

    0.19% of the 13F portfolio, value $2,062,039.

    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 25,239 shares
    Change vs previous 13F -3,147 shares

    0.17% of the 13F portfolio, value $1,708,933.

    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 28,386 shares
    Change vs previous 13F +18,889 shares

    0.17% of the 13F portfolio, value $1,707,986.

    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 9,497 shares
    Change vs previous 13F +421 shares

    0.16% of the 13F portfolio, value $1,497,202.

    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 9,076 shares
    Change vs previous 13F +255 shares

    0.17% of the 13F portfolio, value $1,451,525.

    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 8,821 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,386,485.

    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).