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Disclosery

BKM Wealth Management, LLC: IJJ position timeline

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

BKM Wealth Management, LLC held 39,374 IJJ 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 39,374 shares
    Change vs previous 13F -2,371 shares

    2.06% of the 13F portfolio, value $5,816,843.

    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 41,745 shares
    Change vs previous 13F -232 shares

    2.02% of the 13F portfolio, value $5,531,261.

    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 41,977 shares
    Change vs previous 13F +535 shares

    2.02% of the 13F portfolio, value $5,523,876.

    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 41,442 shares
    Change vs previous 13F +282 shares

    1.98% of the 13F portfolio, value $5,375,875.

    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 41,160 shares
    Change vs previous 13F -113 shares

    1.99% of the 13F portfolio, value $5,086,626.

    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 41,273 shares
    Change vs previous 13F -374 shares

    2.03% of the 13F portfolio, value $4,941,622.

    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 41,647 shares
    Change vs previous 13F -594 shares

    2.14% of the 13F portfolio, value $5,204,281.

    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 42,241 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $5,221,945.

    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).