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Disclosery

BXM Wealth LLC: SCHD position timeline

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

BXM Wealth LLC held 129,752 SCHD 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 129,752 shares
    Change vs previous 13F +6 shares

    2.24% of the 13F portfolio, value $4,114,437.

    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 129,746 shares
    Change vs previous 13F -4,952 shares

    3.06% of the 13F portfolio, value $3,980,611.

    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 134,698 shares
    Change vs previous 13F +84,985 shares

    2.85% of the 13F portfolio, value $3,694,770.

    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 49,713 shares
    Change vs previous 13F -7,563 shares

    1.23% of the 13F portfolio, value $1,302,562.

    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 57,276 shares
    Change vs previous 13F +9,992 shares

    1.8% of the 13F portfolio, value $1,517,814.

    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 47,284 shares
    Change vs previous 13F +2,081 shares

    1.58% of the 13F portfolio, value $1,311,482.

    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 45,203 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $1,234,946.

    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).