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Disclosery

Activest Wealth Management: BMA position timeline

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

Activest Wealth Management held 311 BMA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 311 shares
    Change vs previous 13F -1,647 shares

    0.01% of the 13F portfolio, value $28,795.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,958 shares
    Change vs previous 13F -2,482 shares

    0.03% of the 13F portfolio, value $151,490.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,440 shares
    Change vs previous 13F -3,744 shares

    0.07% of the 13F portfolio, value $400,310.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,184 shares
    Change vs previous 13F -1,642 shares

    0.07% of the 13F portfolio, value $346,090.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,826 shares
    Change vs previous 13F -308 shares

    0.17% of the 13F portfolio, value $689,864.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,134 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $765,198.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,134 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $980,539.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).