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Disclosery

BAM Wealth Management, LLC: UDIV position timeline

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

BAM Wealth Management, LLC held 30,418 UDIV 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 30,418 shares
    Change vs previous 13F +7,387 shares

    1.14% of the 13F portfolio, value $1,828,055.

    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 23,031 shares
    Change vs previous 13F +2,714 shares

    0.89% of the 13F portfolio, value $1,188,798.

    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 20,317 shares
    Change vs previous 13F +5,805 shares

    0.78% of the 13F portfolio, value $1,079,832.

    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 14,512 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $760,215.

    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).