Skip to content
Disclosery

BKM Wealth Management, LLC: DGS position timeline

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

BKM Wealth Management, LLC held 72,376 DGS 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 72,376 shares
    Change vs previous 13F -6,795 shares

    1.66% of the 13F portfolio, value $4,683,500.

    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 79,171 shares
    Change vs previous 13F -489 shares

    1.74% of the 13F portfolio, value $4,758,197.

    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 79,660 shares
    Change vs previous 13F +1,852 shares

    1.67% of the 13F portfolio, value $4,559,788.

    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 77,808 shares
    Change vs previous 13F -1,383 shares

    1.64% of the 13F portfolio, value $4,442,873.

    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 79,191 shares
    Change vs previous 13F -1,065 shares

    1.71% of the 13F portfolio, value $4,374,551.

    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).

  6. period ended2025-03-31
    13F 80,256 shares
    Change vs previous 13F +1,419 shares

    1.6% of the 13F portfolio, value $3,877,181.

    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 78,837 shares
    Change vs previous 13F +967 shares

    1.58% of the 13F portfolio, value $3,856,744.

    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 77,870 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $4,181,656.

    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).