BKM Wealth Management, LLC: GD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BKM Wealth Management, LLC on GD, newest first. How the timeline and the estimate are built.
BKM Wealth Management, LLC held 5,295 GD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 5,295 sharesChange vs previous 13F -1,128 shares
0.66% of the 13F portfolio, value $1,875,718.
13F-HR 0002007263-26-000003 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,423 sharesChange vs previous 13F +23 shares
0.8% of the 13F portfolio, value $2,204,515.
13F-HR 0002007263-26-000002 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,400 sharesChange vs previous 13F -320 shares
0.79% of the 13F portfolio, value $2,154,636.
13F-HR 0002007263-26-000001 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,720 sharesChange vs previous 13F -217 shares
0.84% of the 13F portfolio, value $2,291,529.
13F-HR 0002007263-25-000007 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,937 sharesChange vs previous 13F -37 shares
0.79% of the 13F portfolio, value $2,023,250.
13F-HR 0002007263-25-000005 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,974 sharesChange vs previous 13F +678 shares
0.78% of the 13F portfolio, value $1,900,975.
13F-HR 0002007263-25-000004 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,296 sharesChange vs previous 13F -234 shares
0.68% of the 13F portfolio, value $1,658,934.
13F-HR 0002007263-25-000003 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,530 sharesChange vs previous 13F not available
0.8% of the 13F portfolio, value $1,973,366.
13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).