Skip to content
Disclosery

BKM Wealth Management, LLC: BAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BKM Wealth Management, LLC on BAR, newest first. How the timeline and the estimate are built.

BKM Wealth Management, LLC held 34,540 BAR shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,540 shares
    Change vs previous 13F +6,042 shares

    0.48% of the 13F portfolio, value $1,365,366.

    13F-HR 0002007263-26-000003 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,498 shares
    Change vs previous 13F +1,532 shares

    0.48% of the 13F portfolio, value $1,314,612.

    13F-HR 0002007263-26-000002 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,966 shares
    Change vs previous 13F -3,395 shares

    0.42% of the 13F portfolio, value $1,145,785.

    13F-HR 0002007263-26-000001 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 30,361 shares
    Change vs previous 13F +1,825 shares

    0.43% of the 13F portfolio, value $1,155,539.

    13F-HR 0002007263-25-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,536 shares
    Change vs previous 13F +5,319 shares

    0.36% of the 13F portfolio, value $931,415.

    13F-HR 0002007263-25-000005 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,217 shares
    Change vs previous 13F -7,569 shares

    0.29% of the 13F portfolio, value $716,012.

    13F-HR 0002007263-25-000004 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 30,786 shares
    Change vs previous 13F -6,117 shares

    0.33% of the 13F portfolio, value $797,049.

    13F-HR 0002007263-25-000003 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 36,903 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $958,370.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).