Skip to content
Disclosery

BXM Wealth LLC: PLTR position timeline

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

BXM Wealth LLC held 6,603 PLTR 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 6,603 shares
    Change vs previous 13F +1,618 shares

    0.42% of the 13F portfolio, value $770,372.

    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 4,985 shares
    Change vs previous 13F -8,693 shares

    0.56% of the 13F portfolio, value $729,206.

    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 13,678 shares
    Change vs previous 13F +8,098 shares

    0.66% of the 13F portfolio, value $851,473.

    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 5,580 shares
    Change vs previous 13F +975 shares

    0.96% of the 13F portfolio, value $1,017,904.

    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 4,605 shares
    Change vs previous 13F +485 shares

    0.75% of the 13F portfolio, value $627,754.

    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 4,120 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $349,241.

    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).