BXM Wealth LLC: UJAN position timeline

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

BXM Wealth LLC held 27,325 UJAN 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 27,325 shares
Change vs previous 13F -27,870 shares
0.67% of the 13F portfolio, value $1,238,702.
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).
period ended2026-03-31
13F 55,195 shares
Change vs previous 13F not available
1.81% of the 13F portfolio, value $2,346,339.
13F-HR 0002085853-26-000469 filed by BXM Wealth LLC
Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).