Skip to content
Disclosery

BWM Planning, LLC: IBHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BWM Planning, LLC on IBHF, newest first. How the timeline and the estimate are built.

BWM Planning, LLC held 0 IBHF shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -13,867 shares

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 ended2025-09-30
    13F 13,867 shares
    Change vs previous 13F -6,699 shares

    0.1% of the 13F portfolio, value $324,345.

    13F-HR 0001754960-25-000742 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 20,566 shares
    Change vs previous 13F +343 shares

    0.16% of the 13F portfolio, value $477,752.

    13F-HR 0001754960-25-000568 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 20,223 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $469,578.

    13F-HR 0001085146-25-003157 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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