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Disclosery

BXM Wealth LLC: SMH position timeline

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

BXM Wealth LLC held 893 SMH 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 893 shares
    Change vs previous 13F -65 shares

    0.32% of the 13F portfolio, value $585,710.

    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 958 shares
    Change vs previous 13F -47,794 shares

    0.28% of the 13F portfolio, value $367,297.

    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 48,752 shares
    Change vs previous 13F +47,844 shares

    0.24% of the 13F portfolio, value $308,044.

    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 908 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $296,335.

    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 908 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $253,223.

    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).