BWM Planning, LLCETFConcentrated long-term

CIK: 0002039698 | THE WOODLANDS, TX

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	141	$431.2M	2026-07-23	SEC ↗
Q1 2026	13F-HR	118	$379.1M	2026-04-22	SEC ↗
Q4 2025	13F-HR	127	$374.2M	2026-01-14	SEC ↗
Q3 2025	13F-HR	119	$336.1M	2025-10-31	SEC ↗
Q2 2025	13F-HR	105	$290.3M	2025-08-12	SEC ↗
Q1 2025	13F-HR	93	$236.3M	2025-05-14	SEC ↗
Q4 2024	13F-HR	76	$229.8M	2025-01-23	SEC ↗
Q3 2024	13F-HR	76	$225.4M	2024-10-09	SEC ↗