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Disclosery

BXM Wealth LLC: IGM position timeline

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

BXM Wealth LLC held 17,572 IGM 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 17,572 shares
    Change vs previous 13F -50 shares

    1.56% of the 13F portfolio, value $2,874,428.

    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 17,622 shares
    Change vs previous 13F -1,475 shares

    1.61% of the 13F portfolio, value $2,088,383.

    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 19,097 shares
    Change vs previous 13F -225 shares

    1.9% of the 13F portfolio, value $2,466,569.

    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 19,322 shares
    Change vs previous 13F 0 shares

    2.31% of the 13F portfolio, value $2,433,606.

    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 19,322 shares
    Change vs previous 13F -6,520 shares

    2.58% of the 13F portfolio, value $2,170,633.

    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 25,842 shares
    Change vs previous 13F +7,260 shares

    2.81% of the 13F portfolio, value $2,343,094.

    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 18,582 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $1,897,036.

    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).