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Disclosery

Marcum Wealth, LLC: BND position timeline

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

Marcum Wealth, LLC held 3,220 BND 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 3,220 shares
    Change vs previous 13F -206 shares

    0.02% of the 13F portfolio, value $236,509.

    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 3,426 shares
    Change vs previous 13F -595 shares

    0.02% of the 13F portfolio, value $246,364.

    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 4,021 shares
    Change vs previous 13F -180 shares

    0.03% of the 13F portfolio, value $302,017.

    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 4,201 shares
    Change vs previous 13F -1,005 shares

    0.03% of the 13F portfolio, value $302,682.

    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 5,206 shares
    Change vs previous 13F +61 shares

    0.04% of the 13F portfolio, value $378,112.

    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 5,145 shares
    Change vs previous 13F -2,561 shares

    0.04% of the 13F portfolio, value $378,415.

    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 7,706 shares
    Change vs previous 13F +250 shares

    0.06% of the 13F portfolio, value $537,725.

    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 7,456 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $541,977.

    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).