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Disclosery

BKM Wealth Management, LLC: DBC position timeline

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

BKM Wealth Management, LLC held 55,042 DBC 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 55,042 shares
    Change vs previous 13F -14,673 shares

    0.52% of the 13F portfolio, value $1,467,426.

    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 69,715 shares
    Change vs previous 13F -1,035 shares

    0.74% of the 13F portfolio, value $2,018,256.

    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 70,750 shares
    Change vs previous 13F +2,917 shares

    0.58% of the 13F portfolio, value $1,581,975.

    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 67,833 shares
    Change vs previous 13F +3,165 shares

    0.56% of the 13F portfolio, value $1,528,284.

    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 64,668 shares
    Change vs previous 13F -802 shares

    0.55% of the 13F portfolio, value $1,410,415.

    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 65,470 shares
    Change vs previous 13F +1,803 shares

    0.61% of the 13F portfolio, value $1,473,081.

    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 63,667 shares
    Change vs previous 13F +3,137 shares

    0.56% of the 13F portfolio, value $1,361,206.

    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 60,530 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,348,011.

    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).