Aurum Wealth Management Group - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Aurum Wealth Management Group going back to Feb. 13, 2020
- Marcum Wealth 2024 Q3 - filed Oct. 8, 2024 - new!
- Marcum Wealth 2024 Q2 - filed July 2, 2024
- Marcum Wealth 2024 Q1 - filed April 10, 2024
- Marcum Wealth 2023 Q4 - filed Jan. 10, 2024
- Marcum Wealth 2023 Q3 - filed Oct. 10, 2023
- Marcum Wealth 2023 Q2 - filed July 13, 2023
- Marcum Wealth 2023 Q1 - filed April 19, 2023
- Marcum Wealth 2022 Q4 - filed Jan. 12, 2023
- Marcum Wealth 2022 Q3 - filed Oct. 11, 2022
- Marcum Wealth 2022 Q2 - filed July 14, 2022
- Marcum Wealth 2022 Q1 - filed April 20, 2022
- Marcum Wealth 2021 Q4 - filed Feb. 1, 2022
- Marcum Wealth 2021 Q3 - filed Nov. 8, 2021
- Marcum Wealth 2021 Q2 - filed Aug. 10, 2021
- Marcum Wealth 2021 Q1 - filed May 11, 2021
- Aurum Wealth Management Group 2020 Q4 - filed Feb. 9, 2021
- Aurum Wealth Management Group 2020 Q3 - filed Nov. 9, 2020
- Aurum Wealth Management Group 2020 Q2 - filed Aug. 14, 2020
- Aurum Wealth Management Group 2020 Q1 - filed May 14, 2020
- Aurum Wealth Management Group 2019 Q4 - filed Feb. 13, 2020