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Disclosery

BXM Wealth LLC: V position timeline

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

BXM Wealth LLC held 2,067 V 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 2,067 shares
    Change vs previous 13F +862 shares

    0.39% of the 13F portfolio, value $709,229.

    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 1,205 shares
    Change vs previous 13F -31,794 shares

    0.28% of the 13F portfolio, value $364,240.

    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 32,999 shares
    Change vs previous 13F +31,507 shares

    0.29% of the 13F portfolio, value $380,290.

    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 1,492 shares
    Change vs previous 13F +515 shares

    0.48% of the 13F portfolio, value $509,352.

    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 977 shares
    Change vs previous 13F +143 shares

    0.41% of the 13F portfolio, value $346,884.

    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 834 shares
    Change vs previous 13F +30 shares

    0.35% of the 13F portfolio, value $291,429.

    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 804 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $254,096.

    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).