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Disclosery

Marcum Wealth, LLC: BNDX position timeline

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

Marcum Wealth, LLC held 26,340 BNDX 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 26,340 shares
    Change vs previous 13F +433 shares

    0.11% of the 13F portfolio, value $1,285,919.

    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 25,907 shares
    Change vs previous 13F -1,189 shares

    0.11% of the 13F portfolio, value $1,270,738.

    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 27,096 shares
    Change vs previous 13F -1,412 shares

    0.13% of the 13F portfolio, value $1,362,387.

    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 28,508 shares
    Change vs previous 13F -377 shares

    0.14% of the 13F portfolio, value $1,387,484.

    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 28,885 shares
    Change vs previous 13F -293 shares

    0.14% of the 13F portfolio, value $1,420,853.

    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 29,178 shares
    Change vs previous 13F -3,903 shares

    0.15% of the 13F portfolio, value $1,440,372.

    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 33,081 shares
    Change vs previous 13F -139 shares

    0.19% of the 13F portfolio, value $1,582,264.

    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 33,220 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,623,794.

    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).