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Disclosery

Marcum Wealth, LLC: XLK position timeline

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

Marcum Wealth, LLC held 12,475 XLK 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 12,475 shares
    Change vs previous 13F +240 shares

    0.22% of the 13F portfolio, value $2,575,777.

    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 12,235 shares
    Change vs previous 13F +2,799 shares

    0.25% of the 13F portfolio, value $2,844,814.

    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 9,436 shares
    Change vs previous 13F -605 shares

    0.2% of the 13F portfolio, value $2,130,205.

    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 10,041 shares
    Change vs previous 13F -422 shares

    0.23% of the 13F portfolio, value $2,271,509.

    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 10,463 shares
    Change vs previous 13F -790 shares

    0.22% of the 13F portfolio, value $2,179,068.

    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 11,253 shares
    Change vs previous 13F -122 shares

    0.23% of the 13F portfolio, value $2,165,921.

    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 11,375 shares
    Change vs previous 13F -172 shares

    0.22% of the 13F portfolio, value $1,864,656.

    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 11,547 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,007,510.

    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).