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Disclosery

BXM Wealth LLC: BKGI position timeline

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

BXM Wealth LLC held 22,625 BKGI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,625 shares
    Change vs previous 13F +12,750 shares

    0.55% of the 13F portfolio, value $1,017,446.

    13F-HR 0002085853-26-000858 filed by BXM Wealth 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 9,875 shares
    Change vs previous 13F +2,450 shares

    0.34% of the 13F portfolio, value $439,833.

    13F-HR 0002085853-26-000469 filed by BXM Wealth 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 7,425 shares
    Change vs previous 13F -7,950 shares

    0.22% of the 13F portfolio, value $279,355.

    13F-HR 0002085853-26-000054 filed by BXM Wealth 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 15,375 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $598,626.

    13F-HR 0002085853-25-000177 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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