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Disclosery

Marcum Wealth, LLC: BMY position timeline

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

Marcum Wealth, LLC held 19,296 BMY 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 19,296 shares
    Change vs previous 13F +193 shares

    0.1% of the 13F portfolio, value $1,176,855.

    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 19,103 shares
    Change vs previous 13F +1,964 shares

    0.09% of the 13F portfolio, value $1,080,454.

    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 17,139 shares
    Change vs previous 13F +1,305 shares

    0.08% of the 13F portfolio, value $886,778.

    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 15,834 shares
    Change vs previous 13F +2,466 shares

    0.07% of the 13F portfolio, value $657,592.

    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 13,368 shares
    Change vs previous 13F +5,090 shares

    0.07% of the 13F portfolio, value $724,944.

    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 8,278 shares
    Change vs previous 13F -3,473 shares

    0.05% of the 13F portfolio, value $424,750.

    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 11,751 shares
    Change vs previous 13F -483 shares

    0.08% of the 13F portfolio, value $682,001.

    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 12,234 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $782,391.

    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).