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BCGM Wealth Management, LLC: TAXX position timeline

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

BCGM Wealth Management, LLC held 112,514 TAXX 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 112,514 shares
    Change vs previous 13F +4,583 shares

    1.21% of the 13F portfolio, value $5,708,960.

    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 107,931 shares
    Change vs previous 13F +6,826 shares

    1.37% of the 13F portfolio, value $5,456,452.

    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 101,105 shares
    Change vs previous 13F +2,598 shares

    1.31% of the 13F portfolio, value $5,128,046.

    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 98,507 shares
    Change vs previous 13F +4,852 shares

    1.31% of the 13F portfolio, value $5,021,887.

    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 93,655 shares
    Change vs previous 13F +6,485 shares

    1.35% of the 13F portfolio, value $4,781,088.

    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 87,170 shares
    Change vs previous 13F +18,993 shares

    1.35% of the 13F portfolio, value $4,408,187.

    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 68,177 shares
    Change vs previous 13F +4,841 shares

    1.09% of the 13F portfolio, value $3,433,953.

    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 63,336 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $3,216,835.

    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).