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Bright Futures Wealth Management, LLC.: BXMT position timeline

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

Bright Futures Wealth Management, LLC. held 16,985 BXMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,985 shares
    Change vs previous 13F -2,941 shares

    0.19% of the 13F portfolio, value $287,894.

    13F-HR 0001803980-26-000004 filed by Bright Futures 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 19,926 shares
    Change vs previous 13F -147,974 shares

    0.26% of the 13F portfolio, value $381,576.

    13F-HR 0001803980-26-000002 filed by Bright Futures 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 167,900 shares
    Change vs previous 13F +5,415 shares

    2.38% of the 13F portfolio, value $3,211,932.

    13F-HR 0001803980-26-000001 filed by Bright Futures 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 162,485 shares
    Change vs previous 13F +13,537 shares

    2.34% of the 13F portfolio, value $2,991,351.

    13F-HR 0001803980-25-000007 filed by Bright Futures 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 148,948 shares
    Change vs previous 13F -7,328 shares

    2.97% of the 13F portfolio, value $2,710,854.

    13F-HR 0001803980-25-000002 filed by Bright Futures 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 ended2024-12-31
    13F 156,276 shares
    Change vs previous 13F +1,422 shares

    2.46% of the 13F portfolio, value $2,769,209.

    13F-HR 0001803980-25-000001 filed by Bright Futures 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 ended2024-09-30
    13F 154,854 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,886,471.

    13F-HR 0001803980-24-000007 filed by Bright Futures Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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