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Disclosery

BXM Wealth LLC: TSLA position timeline

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

BXM Wealth LLC held 1,766 TSLA 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 1,766 shares
    Change vs previous 13F +300 shares

    0.4% of the 13F portfolio, value $742,780.

    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 1,466 shares
    Change vs previous 13F -5,821 shares

    0.42% of the 13F portfolio, value $544,986.

    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 7,287 shares
    Change vs previous 13F +5,651 shares

    0.5% of the 13F portfolio, value $648,060.

    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 1,636 shares
    Change vs previous 13F -170 shares

    0.69% of the 13F portfolio, value $727,562.

    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 1,806 shares
    Change vs previous 13F +68 shares

    0.67% of the 13F portfolio, value $564,164.

    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 1,738 shares
    Change vs previous 13F +723 shares

    0.54% of the 13F portfolio, value $451,035.

    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 1,015 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $409,898.

    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).