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Disclosery

BXM Wealth LLC: BSJR position timeline

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

BXM Wealth LLC held 27,693 BSJR 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 27,693 shares
    Change vs previous 13F -3,473 shares

    0.34% of the 13F portfolio, value $618,810.

    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 31,166 shares
    Change vs previous 13F +3,315 shares

    0.54% of the 13F portfolio, value $697,019.

    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 27,851 shares
    Change vs previous 13F +11,205 shares

    0.49% of the 13F portfolio, value $629,830.

    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 16,646 shares
    Change vs previous 13F +1,075 shares

    0.36% of the 13F portfolio, value $378,524.

    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 15,571 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $353,542.

    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).