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Disclosery

BKM Wealth Management, LLC: IJK position timeline

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

BKM Wealth Management, LLC held 39,900 IJK 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 39,900 shares
    Change vs previous 13F -3,184 shares

    1.66% of the 13F portfolio, value $4,688,271.

    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 43,084 shares
    Change vs previous 13F -584 shares

    1.58% of the 13F portfolio, value $4,335,116.

    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 43,668 shares
    Change vs previous 13F +243 shares

    1.55% of the 13F portfolio, value $4,230,645.

    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 43,425 shares
    Change vs previous 13F -240 shares

    1.54% of the 13F portfolio, value $4,164,087.

    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 43,665 shares
    Change vs previous 13F -58 shares

    1.55% of the 13F portfolio, value $3,972,684.

    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 43,723 shares
    Change vs previous 13F -254 shares

    1.5% of the 13F portfolio, value $3,641,274.

    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 43,977 shares
    Change vs previous 13F -415 shares

    1.64% of the 13F portfolio, value $3,998,838.

    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 44,392 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,081,033.

    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).