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BWM Planning, LLC: SUB position timeline

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

BWM Planning, LLC held 40,832 SUB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,832 shares
    Change vs previous 13F +4,476 shares

    1.01% of the 13F portfolio, value $4,347,423.

    13F-HR 0001754960-26-000620 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).

  2. period ended2026-03-31
    13F 36,356 shares
    Change vs previous 13F +10,550 shares

    1.02% of the 13F portfolio, value $3,871,908.

    13F-HR 0001754960-26-000306 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 ended2025-12-31
    13F 25,806 shares
    Change vs previous 13F +17,080 shares

    0.74% of the 13F portfolio, value $2,753,520.

    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).

  4. period ended2025-09-30
    13F 8,726 shares
    Change vs previous 13F +1,441 shares

    0.28% of the 13F portfolio, value $931,802.

    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).

  5. period ended2025-06-30
    13F 7,285 shares
    Change vs previous 13F -49 shares

    0.27% of the 13F portfolio, value $774,656.

    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).

  6. period ended2025-03-31
    13F 7,334 shares
    Change vs previous 13F +792 shares

    0.33% of the 13F portfolio, value $774,438.

    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).

  7. period ended2024-12-31
    13F 6,542 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $690,025.

    13F-HR 0001085146-25-000408 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).