Wealth Preservation Advisors, LLC: BXMX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Preservation Advisors, LLC on BXMX, newest first. How the timeline and the estimate are built.
Wealth Preservation Advisors, LLC held 0 BXMX shares at 2026-03-31 per its 13F-HR filed 2026-05-15.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -7,655 shares
13F-HR 0001968434-26-000006 filed by Wealth Preservation Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 7,655 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $112,529.
13F-HR 0001968434-26-000005 filed by Wealth Preservation Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,655 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $110,538.
13F-HR 0001968434-25-000005 filed by Wealth Preservation Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,655 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $106,251.
13F-HR 0001968434-25-000003 filed by Wealth Preservation Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,655 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $100,434.
13F-HR 0001968434-25-000002 filed by Wealth Preservation Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).