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Bosman Wealth Management, LLC: FIX position timeline

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

Bosman Wealth Management, LLC held 1,859 FIX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,859 shares
    Change vs previous 13F -68 shares

    2.29% of the 13F portfolio, value $3,684,445.

    13F-HR 0002085853-26-000886 filed by Bosman 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 1,927 shares
    Change vs previous 13F -147 shares

    2.34% of the 13F portfolio, value $2,657,314.

    13F-HR 0002085853-26-000549 filed by Bosman 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 2,074 shares
    Change vs previous 13F -1,086 shares

    1.59% of the 13F portfolio, value $1,935,643.

    13F-HR 0002085853-26-000095 filed by Bosman 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 3,160 shares
    Change vs previous 13F -182 shares

    2.02% of the 13F portfolio, value $2,607,569.

    13F-HR 0002085853-25-000167 filed by Bosman 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 3,342 shares
    Change vs previous 13F -5,867 shares

    1.59% of the 13F portfolio, value $1,792,014.

    13F-HR 0001667731-25-000864 filed by Bosman 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 9,209 shares
    Change vs previous 13F +5,076 shares

    3.01% of the 13F portfolio, value $2,968,337.

    13F-HR 0002066260-25-000002 filed by Bosman 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 4,133 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,752,640.

    13F-HR 0002066260-25-000003 filed by Bosman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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