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Disclosery

Marcum Wealth, LLC: BX position timeline

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

Marcum Wealth, LLC held 11,627 BX 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 11,627 shares
    Change vs previous 13F +20 shares

    0.14% of the 13F portfolio, value $1,625,232.

    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 11,607 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $2,001,338.

    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 11,605 shares
    Change vs previous 13F -516 shares

    0.17% of the 13F portfolio, value $1,777,060.

    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 12,121 shares
    Change vs previous 13F -222 shares

    0.15% of the 13F portfolio, value $1,500,627.

    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 12,343 shares
    Change vs previous 13F +410 shares

    0.16% of the 13F portfolio, value $1,621,476.

    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 11,933 shares
    Change vs previous 13F +49 shares

    0.17% of the 13F portfolio, value $1,562,294.

    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 11,884 shares
    Change vs previous 13F +22 shares

    0.15% of the 13F portfolio, value $1,273,203.

    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 11,862 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,102,803.

    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).