Current Market Value 354,631,827
Current Holdings 163
Most Recent File Date 2025-08-05
Total Filings on Record 20
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by BCGM Wealth Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-05 2025-06-30 13F-HR 163 354,632
2025-05-08 2025-03-31 13F-HR 153 325,449
2025-02-04 2024-12-31 13F-HR 149 315,242
2024-11-06 2024-09-30 13F-HR 154 308,277
2024-07-30 2024-06-30 13F-HR 150 288,669
2024-05-07 2024-03-31 13F-HR 145 278,599
2024-02-13 2023-12-31 13F-HR/A 1 R 134 245,589
2024-02-08 2023-12-31 13F-HR 134 245,589
2023-11-08 2023-09-30 13F-HR 120 217,669
2023-08-07 2023-06-30 13F-HR 116 227,066
2023-05-02 2023-03-31 13F-HR 96 198,256
2023-02-07 2022-12-31 13F-HR 108 205,617
2022-11-03 2022-09-30 13F-HR 109 200,211
2022-08-01 2022-06-30 13F-HR 104 197,186
2022-05-02 2022-03-31 13F-HR 106 184,018
2022-02-01 2021-12-31 13F-HR 107 186,085
2021-11-01 2021-09-30 13F-HR 101 179,630
2021-08-02 2021-06-30 13F-HR 97 168,681
2021-04-21 2021-03-31 13F-HR 94 146,254
2021-02-16 2020-12-31 13F-HR 95 141,215