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Disclosery

BXM Wealth LLC: QQQ position timeline

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

BXM Wealth LLC held 33,655 QQQ 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 33,655 shares
    Change vs previous 13F +4,811 shares

    13.48% of the 13F portfolio, value $24,783,434.

    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 28,844 shares
    Change vs previous 13F -191,118 shares

    12.82% of the 13F portfolio, value $16,648,096.

    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 219,962 shares
    Change vs previous 13F +208,039 shares

    13.99% of the 13F portfolio, value $18,138,426.

    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 11,923 shares
    Change vs previous 13F +4,336 shares

    5.6% of the 13F portfolio, value $5,914,845.

    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 7,587 shares
    Change vs previous 13F -2,820 shares

    4.91% of the 13F portfolio, value $4,130,129.

    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 10,407 shares
    Change vs previous 13F +4,653 shares

    5.86% of the 13F portfolio, value $4,874,364.

    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 5,754 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $2,941,617.

    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).