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Disclosery

BXM Wealth LLC: WFC position timeline

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

BXM Wealth LLC held 4,097 WFC 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 4,097 shares
    Change vs previous 13F +773 shares

    0.18% of the 13F portfolio, value $338,574.

    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 3,324 shares
    Change vs previous 13F -224 shares

    0.2% of the 13F portfolio, value $264,654.

    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 3,548 shares
    Change vs previous 13F -569 shares

    0.25% of the 13F portfolio, value $330,663.

    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 4,117 shares
    Change vs previous 13F +572 shares

    0.33% of the 13F portfolio, value $345,126.

    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 3,545 shares
    Change vs previous 13F +269 shares

    0.34% of the 13F portfolio, value $284,025.

    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 3,276 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $235,184.

    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 3,276 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $230,106.

    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).