BXM Wealth LLC: SPDW position timeline

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

BXM Wealth LLC held 4,952 SPDW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

period ended2026-06-30
13F 4,952 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $249,531.
13F-HR 0002085853-26-000858 filed by BXM Wealth LLC
Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).