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BCGM Wealth Management, LLC: IWY position timeline

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

BCGM Wealth Management, LLC held 4,101 IWY 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 4,101 shares
    Change vs previous 13F -1,173 shares

    0.25% of the 13F portfolio, value $1,191,711.

    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 5,274 shares
    Change vs previous 13F +3 shares

    0.33% of the 13F portfolio, value $1,312,289.

    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 5,271 shares
    Change vs previous 13F +4 shares

    0.37% of the 13F portfolio, value $1,459,711.

    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 5,267 shares
    Change vs previous 13F -53 shares

    0.38% of the 13F portfolio, value $1,441,261.

    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 5,320 shares
    Change vs previous 13F -315 shares

    0.37% of the 13F portfolio, value $1,311,445.

    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 5,635 shares
    Change vs previous 13F -58 shares

    0.37% of the 13F portfolio, value $1,188,583.

    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 5,693 shares
    Change vs previous 13F -473 shares

    0.42% of the 13F portfolio, value $1,339,321.

    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 6,166 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,356,772.

    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).