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Disclosery

Marcum Wealth, LLC: BIL position timeline

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

Marcum Wealth, LLC held 6,809 BIL 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 6,809 shares
    Change vs previous 13F -20 shares

    0.05% of the 13F portfolio, value $624,590.

    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 6,829 shares
    Change vs previous 13F +1,010 shares

    0.05% of the 13F portfolio, value $624,375.

    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 5,819 shares
    Change vs previous 13F -2,104 shares

    0.05% of the 13F portfolio, value $534,242.

    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 7,923 shares
    Change vs previous 13F +1,570 shares

    0.07% of the 13F portfolio, value $727,173.

    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 6,353 shares
    Change vs previous 13F -1,613 shares

    0.06% of the 13F portfolio, value $583,205.

    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 7,966 shares
    Change vs previous 13F +152 shares

    0.08% of the 13F portfolio, value $728,013.

    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 7,814 shares
    Change vs previous 13F +489 shares

    0.09% of the 13F portfolio, value $717,481.

    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 7,325 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $672,582.

    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).