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Disclosery

BXM Wealth LLC: MSFT position timeline

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

BXM Wealth LLC held 6,588 MSFT 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 6,588 shares
    Change vs previous 13F +1,587 shares

    1.34% of the 13F portfolio, value $2,457,576.

    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 5,001 shares
    Change vs previous 13F -111,309 shares

    1.43% of the 13F portfolio, value $1,851,306.

    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 116,310 shares
    Change vs previous 13F +112,029 shares

    1.71% of the 13F portfolio, value $2,222,050.

    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 4,281 shares
    Change vs previous 13F +812 shares

    2.1% of the 13F portfolio, value $2,217,378.

    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 3,469 shares
    Change vs previous 13F -352 shares

    2.05% of the 13F portfolio, value $1,725,515.

    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 3,821 shares
    Change vs previous 13F +627 shares

    1.73% of the 13F portfolio, value $1,438,087.

    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 3,194 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $1,346,271.

    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).