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Disclosery

BXM Wealth LLC: BOXX position timeline

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

BXM Wealth LLC held 21,090 BOXX 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 21,090 shares
    Change vs previous 13F -7,400 shares

    1.34% of the 13F portfolio, value $2,469,428.

    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 28,490 shares
    Change vs previous 13F -266,177 shares

    2.55% of the 13F portfolio, value $3,313,102.

    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 294,667 shares
    Change vs previous 13F +287,172 shares

    2.51% of the 13F portfolio, value $3,249,286.

    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 7,495 shares
    Change vs previous 13F +905 shares

    0.58% of the 13F portfolio, value $608,582.

    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).

  5. period ended2025-06-30
    13F 6,590 shares
    Change vs previous 13F -3,745 shares

    0.88% of the 13F portfolio, value $742,561.

    13F-HR 0001667731-25-001000 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).

  6. period ended2025-03-31
    13F 10,335 shares
    Change vs previous 13F +75 shares

    1.39% of the 13F portfolio, value $1,153,419.

    13F-HR 0001667731-25-000555 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).

  7. period ended2024-12-31
    13F 10,260 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,131,473.

    13F-HR 0001667731-25-000177 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).