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Disclosery

BKM Wealth Management, LLC: IJS position timeline

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

BKM Wealth Management, LLC held 37,020 IJS 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 37,020 shares
    Change vs previous 13F -2,503 shares

    1.79% of the 13F portfolio, value $5,059,945.

    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 39,523 shares
    Change vs previous 13F -198 shares

    1.71% of the 13F portfolio, value $4,681,600.

    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 39,721 shares
    Change vs previous 13F -42 shares

    1.65% of the 13F portfolio, value $4,517,143.

    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 39,763 shares
    Change vs previous 13F +345 shares

    1.62% of the 13F portfolio, value $4,397,392.

    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 39,418 shares
    Change vs previous 13F +416 shares

    1.53% of the 13F portfolio, value $3,921,740.

    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 39,002 shares
    Change vs previous 13F -342 shares

    1.57% of the 13F portfolio, value $3,802,000.

    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 39,344 shares
    Change vs previous 13F -467 shares

    1.75% of the 13F portfolio, value $4,273,196.

    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 39,811 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $4,286,136.

    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).