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Disclosery

Marcum Wealth, LLC: BA position timeline

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

Marcum Wealth, LLC held 11,132 BA 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 11,132 shares
    Change vs previous 13F +321 shares

    0.16% of the 13F portfolio, value $1,898,563.

    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 10,811 shares
    Change vs previous 13F -39 shares

    0.17% of the 13F portfolio, value $1,913,547.

    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 10,850 shares
    Change vs previous 13F +1,017 shares

    0.15% of the 13F portfolio, value $1,649,634.

    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 9,833 shares
    Change vs previous 13F +70 shares

    0.18% of the 13F portfolio, value $1,789,704.

    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 9,763 shares
    Change vs previous 13F +532 shares

    0.19% of the 13F portfolio, value $1,884,161.

    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 9,231 shares
    Change vs previous 13F +159 shares

    0.26% of the 13F portfolio, value $2,406,152.

    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 9,072 shares
    Change vs previous 13F +1,219 shares

    0.21% of the 13F portfolio, value $1,738,921.

    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 7,853 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,658,239.

    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).