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Disclosery

Marcum Wealth, LLC: BSV position timeline

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

Marcum Wealth, LLC held 15,687 BSV 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 15,687 shares
    Change vs previous 13F -642 shares

    0.11% of the 13F portfolio, value $1,227,978.

    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 16,329 shares
    Change vs previous 13F +305 shares

    0.11% of the 13F portfolio, value $1,261,742.

    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 16,024 shares
    Change vs previous 13F -877 shares

    0.12% of the 13F portfolio, value $1,260,929.

    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 16,901 shares
    Change vs previous 13F +394 shares

    0.13% of the 13F portfolio, value $1,296,307.

    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 16,507 shares
    Change vs previous 13F -517 shares

    0.13% of the 13F portfolio, value $1,265,592.

    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 17,024 shares
    Change vs previous 13F -2,685 shares

    0.14% of the 13F portfolio, value $1,311,188.

    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 19,709 shares
    Change vs previous 13F -34 shares

    0.18% of the 13F portfolio, value $1,481,526.

    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 19,743 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,491,979.

    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).