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Disclosery

BXM Wealth LLC: TQQQ position timeline

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

BXM Wealth LLC held 37,105 TQQQ 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 37,105 shares
    Change vs previous 13F -32,233 shares

    1.64% of the 13F portfolio, value $3,005,505.

    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 69,338 shares
    Change vs previous 13F -47,875 shares

    2.22% of the 13F portfolio, value $2,890,008.

    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 117,213 shares
    Change vs previous 13F +100,544 shares

    2.82% of the 13F portfolio, value $3,651,137.

    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 16,669 shares
    Change vs previous 13F -24,023 shares

    2.86% of the 13F portfolio, value $3,022,279.

    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 40,692 shares
    Change vs previous 13F +1,390 shares

    4.01% of the 13F portfolio, value $3,377,436.

    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 39,302 shares
    Change vs previous 13F +11,488 shares

    2.7% of the 13F portfolio, value $2,249,920.

    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 27,814 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $2,200,922.

    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).