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Disclosery

BXM Wealth LLC: USMV position timeline

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

BXM Wealth LLC held 15,124 USMV 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 15,124 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,458,861.

    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 15,124 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,402,600.

    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 15,124 shares
    Change vs previous 13F 0 shares

    1.1% of the 13F portfolio, value $1,424,076.

    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 15,124 shares
    Change vs previous 13F -550 shares

    1.36% of the 13F portfolio, value $1,438,897.

    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 15,674 shares
    Change vs previous 13F -350 shares

    1.75% of the 13F portfolio, value $1,471,318.

    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 16,024 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $1,499,929.

    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).