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BXM Wealth LLC

SEC CIK
0002052379
Latest filing
Jul 24, 2026

MDB holding history

MongoDB, Inc. in every 13F filed by BXM Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MDB overviewAll 13F holders of MDBFull Q2 2026 holdings

Shares (Q2 2026)
725
Value
$243.5K
% of portfolio
0.1%
Quarters held
3
Since Q3 2025
Holdings of MDB by BXM Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026725$243.5K0.1%+725NewHolders
Q1 20260$00.0%−725−100.0%Sold outHolders
Q4 2025725$304.3K0.2%−125−14.7%ReducedHolders
Q3 2025850$263.8K0.2%+850NewHolders