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BKM Wealth Management, LLC: GOOGL position timeline

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

BKM Wealth Management, LLC held 20,104 GOOGL 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 20,104 shares
    Change vs previous 13F +291 shares

    2.54% of the 13F portfolio, value $7,184,570.

    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 19,813 shares
    Change vs previous 13F +4,406 shares

    2.08% of the 13F portfolio, value $5,696,831.

    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 15,407 shares
    Change vs previous 13F +1,081 shares

    1.76% of the 13F portfolio, value $4,822,392.

    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 14,326 shares
    Change vs previous 13F +12,886 shares

    1.28% of the 13F portfolio, value $3,482,651.

    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 1,440 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $253,771.

    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 1,440 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $222,681.

    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).