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Disclosery

BKM Wealth Management, LLC: EELV position timeline

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

BKM Wealth Management, LLC held 116,580 EELV 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 116,580 shares
    Change vs previous 13F +7,766 shares

    1.15% of the 13F portfolio, value $3,240,950.

    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 108,814 shares
    Change vs previous 13F +6,764 shares

    1.12% of the 13F portfolio, value $3,055,497.

    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 102,050 shares
    Change vs previous 13F +50,158 shares

    1.02% of the 13F portfolio, value $2,799,255.

    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 51,892 shares
    Change vs previous 13F +745 shares

    0.51% of the 13F portfolio, value $1,381,222.

    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 51,147 shares
    Change vs previous 13F -11,916 shares

    0.52% of the 13F portfolio, value $1,335,980.

    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 63,063 shares
    Change vs previous 13F +4,223 shares

    0.63% of the 13F portfolio, value $1,531,320.

    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 58,840 shares
    Change vs previous 13F +46 shares

    0.57% of the 13F portfolio, value $1,377,449.

    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 58,794 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,533,942.

    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).