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Disclosery

BXM Wealth LLC: IWM position timeline

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

BXM Wealth LLC held 1,059 IWM 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 1,059 shares
    Change vs previous 13F +45 shares

    0.17% of the 13F portfolio, value $318,118.

    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 1,014 shares
    Change vs previous 13F -2,451 shares

    0.19% of the 13F portfolio, value $251,424.

    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 3,465 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $247,062.

    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).