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Blake Schutter Theil Wealth Advisors, LLC: BXMX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blake Schutter Theil Wealth Advisors, LLC on BXMX, newest first. How the timeline and the estimate are built.

Blake Schutter Theil Wealth Advisors, LLC held 0 BXMX shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -69,078 shares

    13F-HR 0002042011-26-000002 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 69,078 shares
    Change vs previous 13F +315 shares

    0.83% of the 13F portfolio, value $1,015,445.

    13F-HR 0002042011-26-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 68,763 shares
    Change vs previous 13F +159 shares

    0.98% of the 13F portfolio, value $992,940.

    13F-HR 0002042011-25-000006 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 68,604 shares
    Change vs previous 13F +166 shares

    1.08% of the 13F portfolio, value $952,217.

    13F-HR 0002042011-25-000004 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 68,438 shares
    Change vs previous 13F +3,348 shares

    1.02% of the 13F portfolio, value $897,903.

    13F-HR 0002042011-25-000002 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 65,090 shares
    Change vs previous 13F +89 shares

    0.96% of the 13F portfolio, value $910,605.

    13F-HR 0002042011-25-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 65,001 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $891,809.

    13F-HR 0002042011-24-000001 filed by Blake Schutter Theil Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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