BWM Planning, LLC
Position in RSBT — Return Stacked Bonds & Managed Futures ETF
CIK 2039698
THE WOODLANDS, TX
All Filings in RSBT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 RSBT | $3,317,675 | 176,004 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 RSBT | $3,902,993 | 217,801 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 RSBT | $3,230,343 | 185,343 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 RSBT | $2,571,230 | 158,620 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 RSBT | $2,155,531 | 127,170 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 RSBT | $2,022,529 | 120,748 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 RSBT | $1,590,732 | 87,475 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||