Skip to content
Disclosery

HOWARD WEALTH MANAGEMENT, LLC: BSMR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWARD WEALTH MANAGEMENT, LLC on BSMR, newest first. How the timeline and the estimate are built.

HOWARD WEALTH MANAGEMENT, LLC held 25,730 BSMR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,730 shares
    Change vs previous 13F +850 shares

    0.22% of the 13F portfolio, value $608,257.

    13F-HR 0001172661-26-002706 filed by HOWARD WEALTH MANAGEMENT, 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 24,880 shares
    Change vs previous 13F +3,005 shares

    0.25% of the 13F portfolio, value $588,512.

    13F-HR 0001172661-26-001654 filed by HOWARD WEALTH MANAGEMENT, 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 21,875 shares
    Change vs previous 13F +6,435 shares

    0.23% of the 13F portfolio, value $517,676.

    13F-HR 0001172661-26-000394 filed by HOWARD WEALTH MANAGEMENT, 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 15,440 shares
    Change vs previous 13F +750 shares

    0.17% of the 13F portfolio, value $365,310.

    13F-HR 0001172661-25-004531 filed by HOWARD WEALTH MANAGEMENT, 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 14,690 shares
    Change vs previous 13F +2,075 shares

    0.17% of the 13F portfolio, value $344,774.

    13F-HR 0001172661-25-003008 filed by HOWARD WEALTH MANAGEMENT, 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 12,615 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $297,083.

    13F-HR 0001172661-25-001746 filed by HOWARD WEALTH MANAGEMENT, 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 12,615 shares
    Change vs previous 13F +1,945 shares

    0.16% of the 13F portfolio, value $297,714.

    13F-HR 0001172661-25-000423 filed by HOWARD WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,670 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $252,879.

    13F-HR 0001172661-24-004522 filed by HOWARD WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).