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Disclosery

Marcum Wealth, LLC: BJAN position timeline

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

Marcum Wealth, LLC held 157,366 BJAN 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 157,366 shares
    Change vs previous 13F +122,985 shares

    0.63% of the 13F portfolio, value $7,338,307.

    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 34,381 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,648,569.

    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 34,381 shares
    Change vs previous 13F -114,458 shares

    0.15% of the 13F portfolio, value $1,600,779.

    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 148,839 shares
    Change vs previous 13F +1,025 shares

    0.67% of the 13F portfolio, value $6,712,401.

    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 147,814 shares
    Change vs previous 13F +141,321 shares

    0.65% of the 13F portfolio, value $6,435,822.

    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 6,493 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $265,281.

    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 6,493 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $238,560.

    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 6,493 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $244,915.

    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).