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Disclosery

BXM Wealth LLC: PG position timeline

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

BXM Wealth LLC held 5,546 PG 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 5,546 shares
    Change vs previous 13F +941 shares

    0.44% of the 13F portfolio, value $813,265.

    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 4,605 shares
    Change vs previous 13F -54,078 shares

    0.51% of the 13F portfolio, value $665,146.

    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 58,683 shares
    Change vs previous 13F +52,515 shares

    0.47% of the 13F portfolio, value $605,865.

    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 6,168 shares
    Change vs previous 13F +861 shares

    0.9% of the 13F portfolio, value $947,713.

    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 5,307 shares
    Change vs previous 13F -70 shares

    1.02% of the 13F portfolio, value $859,850.

    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 5,377 shares
    Change vs previous 13F +339 shares

    1.1% of the 13F portfolio, value $912,826.

    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 5,038 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $844,621.

    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).