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Disclosery

BXM Wealth LLC: GRNY position timeline

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

BXM Wealth LLC held 289,149 GRNY 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 289,149 shares
    Change vs previous 13F +104,015 shares

    4.35% of the 13F portfolio, value $7,994,970.

    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 185,134 shares
    Change vs previous 13F -187,423 shares

    3.4% of the 13F portfolio, value $4,419,149.

    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 372,557 shares
    Change vs previous 13F +280,097 shares

    3.09% of the 13F portfolio, value $4,003,655.

    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 92,460 shares
    Change vs previous 13F +26,490 shares

    2.19% of the 13F portfolio, value $2,316,823.

    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 65,970 shares
    Change vs previous 13F -18,445 shares

    1.77% of the 13F portfolio, value $1,487,128.

    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 84,415 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $1,539,629.

    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).