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Disclosery

Marcum Wealth, LLC: BP position timeline

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

Marcum Wealth, LLC held 6,974 BP 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 6,974 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $235,651.

    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 7,002 shares
    Change vs previous 13F -4,359 shares

    0.02% of the 13F portfolio, value $206,979.

    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 11,361 shares
    Change vs previous 13F -1,045 shares

    0.03% of the 13F portfolio, value $356,618.

    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 12,406 shares
    Change vs previous 13F +2,104 shares

    0.04% of the 13F portfolio, value $447,859.

    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 10,302 shares
    Change vs previous 13F +3,153 shares

    0.04% of the 13F portfolio, value $388,173.

    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 7,149 shares
    Change vs previous 13F -241 shares

    0.03% of the 13F portfolio, value $253,069.

    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 7,390 shares
    Change vs previous 13F -1,170 shares

    0.03% of the 13F portfolio, value $286,159.

    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 8,560 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $302,094.

    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).