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Disclosery

Marcum Wealth, LLC: BIV position timeline

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

Marcum Wealth, LLC held 8,074 BIV 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 8,074 shares
    Change vs previous 13F +456 shares

    0.05% of the 13F portfolio, value $618,226.

    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 7,618 shares
    Change vs previous 13F -324 shares

    0.05% of the 13F portfolio, value $569,293.

    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 7,942 shares
    Change vs previous 13F -481 shares

    0.06% of the 13F portfolio, value $622,415.

    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 8,423 shares
    Change vs previous 13F +264 shares

    0.06% of the 13F portfolio, value $630,798.

    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 8,159 shares
    Change vs previous 13F -244 shares

    0.06% of the 13F portfolio, value $615,189.

    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 8,403 shares
    Change vs previous 13F -1,451 shares

    0.07% of the 13F portfolio, value $641,821.

    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 9,854 shares
    Change vs previous 13F -17 shares

    0.09% of the 13F portfolio, value $712,543.

    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 9,871 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $742,595.

    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).