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Disclosery

Marcum Wealth, LLC: JMBS position timeline

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

Marcum Wealth, LLC held 74,065 JMBS 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 74,065 shares
    Change vs previous 13F +897 shares

    0.29% of the 13F portfolio, value $3,347,729.

    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 73,168 shares
    Change vs previous 13F -5,740 shares

    0.28% of the 13F portfolio, value $3,232,572.

    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 78,908 shares
    Change vs previous 13F +6,576 shares

    0.34% of the 13F portfolio, value $3,681,058.

    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 72,332 shares
    Change vs previous 13F +15,297 shares

    0.32% of the 13F portfolio, value $3,229,624.

    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 57,035 shares
    Change vs previous 13F +15,442 shares

    0.26% of the 13F portfolio, value $2,572,279.

    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 41,593 shares
    Change vs previous 13F +2,910 shares

    0.2% of the 13F portfolio, value $1,910,782.

    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 38,683 shares
    Change vs previous 13F +3,141 shares

    0.2% of the 13F portfolio, value $1,678,842.

    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 35,542 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,626,402.

    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).