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Bosman Wealth Management, LLC: SPOT position timeline

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

Bosman Wealth Management, LLC held 0 SPOT 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 -2,030 shares

    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).

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

  2. period ended2025-12-31
    13F 2,030 shares
    Change vs previous 13F -3,471 shares

    0.97% of the 13F portfolio, value $1,178,841.

    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).

  3. period ended2025-09-30
    13F 5,501 shares
    Change vs previous 13F -68 shares

    2.98% of the 13F portfolio, value $3,839,698.

    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).

  4. period ended2025-06-30
    13F 5,569 shares
    Change vs previous 13F +5,149 shares

    3.8% of the 13F portfolio, value $4,273,316.

    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).

  5. period ended2025-03-31
    13F 420 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $231,013.

    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).