BWMX β€” BETTERWARE DE MEXC S A P I D

Ownership history in Bulltick Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Bulltick Wealth Management, LLC reported BETTERWARE DE MEXC S A P I D (BWMX) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows BWMX at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BWMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bulltick Wealth Management, LLC's position in BETTERWARE DE MEXC S A P I D, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BWMX was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bulltick Wealth Management, LLC held BWMX β€” position size vs. price
% of Fund (quarterly)    BWMX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 26,000 β€” 0% 0.08% $369K 2026-02-14 (Est.) $17.88
2025 Q3 ADDED 26,000 +16,000 +160.0% 0.08% $350K 2025-11-13 $14.00
2025 Q2 INITIATED 10,000 β€” β€” 0.02% $86K 2025-08-11 $12.35

🏒 Other funds also holding BWMX

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.0%

FAQ About Bulltick Wealth Management, LLC and BWMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bulltick Wealth Management, LLC reported owning BWMX?

Bulltick Wealth Management, LLC reported BWMX across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported BWMX position in Bulltick Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BWMX was 0.08% in 2025 Q3.

What is the latest reported BWMX position on this page?

The most recent filing on this page is 2025 Q4, when Bulltick Wealth Management, LLC reported 26,000 shares, equal to 0.08% of portfolio, with an estimated market value of $369K.

What does the chart on this BWMX ownership page compare?

The chart compares Bulltick Wealth Management, LLC's quarterly BWMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Bulltick Wealth Management, LLC Holdings