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Disclosery

Marcum Wealth, LLC: BJUL position timeline

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

Marcum Wealth, LLC held 23,971 BJUL 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 23,971 shares
    Change vs previous 13F -132,083 shares

    0.09% of the 13F portfolio, value $1,034,974.

    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 156,054 shares
    Change vs previous 13F -154 shares

    0.6% of the 13F portfolio, value $6,953,392.

    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 156,208 shares
    Change vs previous 13F +113,727 shares

    0.63% of the 13F portfolio, value $6,823,165.

    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 42,481 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,774,856.

    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 42,481 shares
    Change vs previous 13F -123,073 shares

    0.17% of the 13F portfolio, value $1,713,259.

    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 165,554 shares
    Change vs previous 13F -2,519 shares

    0.66% of the 13F portfolio, value $6,229,797.

    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 168,073 shares
    Change vs previous 13F +468 shares

    0.7% of the 13F portfolio, value $5,793,476.

    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 167,605 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $5,912,333.

    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).