BCGM Wealth Management, LLC: SAM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BCGM Wealth Management, LLC on SAM, newest first. How the timeline and the estimate are built.
BCGM Wealth Management, LLC held 10,247 SAM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 10,247 sharesChange vs previous 13F +303 shares
0.38% of the 13F portfolio, value $1,814,026.
13F-HR 0001765380-26-000268 filed by BCGM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,944 sharesChange vs previous 13F +339 shares
0.58% of the 13F portfolio, value $2,291,098.
13F-HR 0001765380-26-000167 filed by BCGM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,605 sharesChange vs previous 13F +114 shares
0.48% of the 13F portfolio, value $1,874,224.
13F-HR 0001830467-26-000001 filed by BCGM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,491 sharesChange vs previous 13F +5,936 shares
0.52% of the 13F portfolio, value $2,006,587.
13F-HR 0001830467-25-000003 filed by BCGM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,555 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $678,330.
13F-HR 0001765380-25-000283 filed by BCGM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).