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Disclosery

BKM Wealth Management, LLC: COM position timeline

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

BKM Wealth Management, LLC held 0 COM shares at 2025-09-30 per its 13F-HR filed 2025-10-23.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -10,649 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 10,649 shares
    Change vs previous 13F +27 shares

    0.12% of the 13F portfolio, value $294,551.

    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).

  3. period ended2025-03-31
    13F 10,622 shares
    Change vs previous 13F +216 shares

    0.13% of the 13F portfolio, value $311,649.

    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).

  4. period ended2024-12-31
    13F 10,406 shares
    Change vs previous 13F +1,450 shares

    0.12% of the 13F portfolio, value $294,697.

    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).

  5. period ended2024-09-30
    13F 8,956 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $257,395.

    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).