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BCGM Wealth Management, LLC: ISTB position timeline

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

BCGM Wealth Management, LLC held 56,372 ISTB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,372 shares
    Change vs previous 13F +2,547 shares

    0.58% of the 13F portfolio, value $2,719,947.

    13F-HR 0001765380-26-000268 filed by BCGM 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 53,825 shares
    Change vs previous 13F +3,251 shares

    0.66% of the 13F portfolio, value $2,608,348.

    13F-HR 0001765380-26-000167 filed by BCGM 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 50,574 shares
    Change vs previous 13F +342 shares

    0.63% of the 13F portfolio, value $2,465,499.

    13F-HR 0001830467-26-000001 filed by BCGM 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 50,232 shares
    Change vs previous 13F -38,412 shares

    0.64% of the 13F portfolio, value $2,453,338.

    13F-HR 0001830467-25-000003 filed by BCGM Wealth Management, LLC
    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 88,644 shares
    Change vs previous 13F +1,632 shares

    1.22% of the 13F portfolio, value $4,312,549.

    13F-HR 0001765380-25-000283 filed by BCGM Wealth Management, LLC
    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 87,012 shares
    Change vs previous 13F +3,150 shares

    1.29% of the 13F portfolio, value $4,207,008.

    13F-HR 0001765380-25-000194 filed by BCGM Wealth Management, LLC
    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 83,862 shares
    Change vs previous 13F +2,265 shares

    1.27% of the 13F portfolio, value $4,006,083.

    13F-HR 0001765380-25-000033 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 81,597 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $3,972,164.

    13F-HR 0001765380-24-000402 filed by BCGM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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