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Disclosery

BXM Wealth LLC: GCOW position timeline

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

BXM Wealth LLC held 16,715 GCOW 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 16,715 shares
    Change vs previous 13F -3,500 shares

    0.39% of the 13F portfolio, value $723,760.

    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 20,215 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $934,742.

    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 20,215 shares
    Change vs previous 13F +12,140 shares

    0.64% of the 13F portfolio, value $833,262.

    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 8,075 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $319,932.

    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 8,075 shares
    Change vs previous 13F -1,040 shares

    0.36% of the 13F portfolio, value $306,608.

    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 9,115 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $336,546.

    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).