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Disclosery

Marcum Wealth, LLC: XLF position timeline

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

Marcum Wealth, LLC held 36,858 XLF 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 36,858 shares
    Change vs previous 13F -1,563 shares

    0.16% of the 13F portfolio, value $1,835,897.

    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 38,421 shares
    Change vs previous 13F +7,397 shares

    0.16% of the 13F portfolio, value $1,856,887.

    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 31,024 shares
    Change vs previous 13F +6,291 shares

    0.13% of the 13F portfolio, value $1,406,008.

    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 24,733 shares
    Change vs previous 13F +3,446 shares

    0.1% of the 13F portfolio, value $1,016,774.

    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 21,287 shares
    Change vs previous 13F +13,346 shares

    0.09% of the 13F portfolio, value $896,608.

    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 7,941 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $298,582.

    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 7,934 shares
    Change vs previous 13F -155 shares

    0.03% of the 13F portfolio, value $263,171.

    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 8,089 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $272,680.

    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).