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Disclosery

BXM Wealth LLC: BSJQ position timeline

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

BXM Wealth LLC held 26,985 BSJQ 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 26,985 shares
    Change vs previous 13F -6,896 shares

    0.34% of the 13F portfolio, value $619,436.

    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 33,881 shares
    Change vs previous 13F +2,195 shares

    0.6% of the 13F portfolio, value $785,185.

    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 31,686 shares
    Change vs previous 13F +15,109 shares

    0.57% of the 13F portfolio, value $739,558.

    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 16,577 shares
    Change vs previous 13F -3,807 shares

    0.37% of the 13F portfolio, value $387,985.

    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 20,384 shares
    Change vs previous 13F +4,625 shares

    0.57% of the 13F portfolio, value $475,553.

    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 15,759 shares
    Change vs previous 13F +5,018 shares

    0.44% of the 13F portfolio, value $365,454.

    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 10,741 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $250,001.

    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).