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Disclosery

BAM Wealth Management, LLC: SECT position timeline

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

BAM Wealth Management, LLC held 26,870 SECT shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,870 shares
    Change vs previous 13F +5,704 shares

    1.21% of the 13F portfolio, value $1,936,252.

    13F-HR 0002085853-26-000721 filed by BAM Wealth Management, LLC
    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 21,166 shares
    Change vs previous 13F -143 shares

    0.96% of the 13F portfolio, value $1,278,215.

    13F-HR 0002085853-26-000406 filed by BAM Wealth Management, LLC
    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 21,309 shares
    Change vs previous 13F -4,747 shares

    0.99% of the 13F portfolio, value $1,375,070.

    13F-HR 0002085853-26-000050 filed by BAM Wealth Management, LLC
    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 26,056 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,642,049.

    13F-HR 0002085853-25-000208 filed by BAM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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