Marcum Wealth, LLC: XLY position timeline

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

Marcum Wealth, LLC held 4,134 XLY shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

period ended2025-03-31
13F 4,134 shares
Change vs previous 13F -29 shares
0.07% of the 13F portfolio, value $816,300.
13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
Filed 2025-04-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,163 shares
Change vs previous 13F -305 shares
0.08% of the 13F portfolio, value $933,969.
13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,468 shares
Change vs previous 13F +186 shares
0.08% of the 13F portfolio, value $895,253.
13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 4,282 shares
Change vs previous 13F -57 shares
0.08% of the 13F portfolio, value $781,037.
13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
Filed 2024-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 4,339 shares
Change vs previous 13F -7 shares
0.08% of the 13F portfolio, value $797,899.
13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 4,346 shares
Change vs previous 13F -158 shares
0.08% of the 13F portfolio, value $777,108.
13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
Filed 2024-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 4,504 shares
Change vs previous 13F -90 shares
0.09% of the 13F portfolio, value $725,054.
13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 4,594 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $780,107.
13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
Filed 2023-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).