BXM Wealth LLC: XLK position timeline

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

BXM Wealth LLC held 1,963 XLK 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 1,963 shares
Change vs previous 13F -40 shares
0.2% of the 13F portfolio, value $374,058.
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 2,003 shares
Change vs previous 13F -196 shares
0.2% of the 13F portfolio, value $266,211.
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).
period ended2025-12-31
13F 2,199 shares
Change vs previous 13F +1,233 shares
0.24% of the 13F portfolio, value $316,566.
13F-HR 0002085853-26-000054 filed by BXM Wealth LLC
Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 966 shares
Change vs previous 13F not available
0.26% of the 13F portfolio, value $272,277.
13F-HR 0002085853-25-000177 filed by BXM Wealth LLC
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).