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Disclosery

Marcum Wealth, LLC: XLC position timeline

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

Marcum Wealth, LLC held 8,019 XLC 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 8,019 shares
    Change vs previous 13F -575 shares

    0.07% of the 13F portfolio, value $773,433.

    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 8,594 shares
    Change vs previous 13F -167 shares

    0.07% of the 13F portfolio, value $831,985.

    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 8,761 shares
    Change vs previous 13F -3,884 shares

    0.07% of the 13F portfolio, value $791,994.

    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 12,645 shares
    Change vs previous 13F -844 shares

    0.11% of the 13F portfolio, value $1,083,171.

    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 13,489 shares
    Change vs previous 13F -549 shares

    0.11% of the 13F portfolio, value $1,101,512.

    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 14,038 shares
    Change vs previous 13F +1,352 shares

    0.11% of the 13F portfolio, value $1,020,001.

    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 12,686 shares
    Change vs previous 13F -135 shares

    0.1% of the 13F portfolio, value $831,821.

    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 12,821 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $834,391.

    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).