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Disclosery

BXM Wealth LLC: GS position timeline

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

BXM Wealth LLC held 323 GS 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 323 shares
    Change vs previous 13F +26 shares

    0.18% of the 13F portfolio, value $326,673.

    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 297 shares
    Change vs previous 13F -13,165 shares

    0.19% of the 13F portfolio, value $251,259.

    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 13,462 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $243,498.

    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).