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Disclosery

Marcum Wealth, LLC: XLV position timeline

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

Marcum Wealth, LLC held 11,788 XLV 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 11,788 shares
    Change vs previous 13F +124 shares

    0.15% of the 13F portfolio, value $1,721,166.

    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 11,664 shares
    Change vs previous 13F +976 shares

    0.14% of the 13F portfolio, value $1,604,616.

    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 10,688 shares
    Change vs previous 13F -1,282 shares

    0.15% of the 13F portfolio, value $1,646,166.

    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 11,970 shares
    Change vs previous 13F -3,670 shares

    0.17% of the 13F portfolio, value $1,744,628.

    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 15,640 shares
    Change vs previous 13F +267 shares

    0.23% of the 13F portfolio, value $2,310,497.

    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 15,373 shares
    Change vs previous 13F +911 shares

    0.22% of the 13F portfolio, value $2,096,570.

    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 14,462 shares
    Change vs previous 13F -215 shares

    0.22% of the 13F portfolio, value $1,861,838.

    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 14,677 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,948,078.

    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).