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Disclosery

Marcum Wealth, LLC: BBCA position timeline

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

Marcum Wealth, LLC held 5,225 BBCA 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 5,225 shares
    Change vs previous 13F -221 shares

    0.03% of the 13F portfolio, value $373,901.

    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 5,446 shares
    Change vs previous 13F -154 shares

    0.03% of the 13F portfolio, value $384,433.

    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 5,600 shares
    Change vs previous 13F -59 shares

    0.04% of the 13F portfolio, value $404,824.

    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 5,659 shares
    Change vs previous 13F -192 shares

    0.04% of the 13F portfolio, value $367,665.

    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 5,851 shares
    Change vs previous 13F +538 shares

    0.04% of the 13F portfolio, value $390,905.

    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 5,313 shares
    Change vs previous 13F -1,168 shares

    0.04% of the 13F portfolio, value $340,670.

    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 6,481 shares
    Change vs previous 13F -430 shares

    0.05% of the 13F portfolio, value $376,870.

    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 6,911 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $423,368.

    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).