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Disclosery

Marcum Wealth, LLC: XMPT position timeline

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

Marcum Wealth, LLC held 22,997 XMPT 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 22,997 shares
    Change vs previous 13F -923,505 shares

    0.04% of the 13F portfolio, value $497,425.

    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 946,502 shares
    Change vs previous 13F +43,903 shares

    1.76% of the 13F portfolio, value $20,356,324.

    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 902,599 shares
    Change vs previous 13F -12,533 shares

    1.94% of the 13F portfolio, value $20,913,042.

    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 915,132 shares
    Change vs previous 13F -16,004 shares

    2.02% of the 13F portfolio, value $20,142,050.

    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 931,136 shares
    Change vs previous 13F +40,099 shares

    2.04% of the 13F portfolio, value $20,159,085.

    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 891,037 shares
    Change vs previous 13F +32,930 shares

    2.01% of the 13F portfolio, value $18,872,160.

    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 858,107 shares
    Change vs previous 13F +60,049 shares

    1.95% of the 13F portfolio, value $16,218,227.

    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 798,058 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $16,870,946.

    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).