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Disclosery

BKM Wealth Management, LLC: IJT position timeline

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

BKM Wealth Management, LLC held 21,580 IJT 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 21,580 shares
    Change vs previous 13F -1,664 shares

    1.37% of the 13F portfolio, value $3,854,335.

    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 23,244 shares
    Change vs previous 13F +517 shares

    1.23% of the 13F portfolio, value $3,363,741.

    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 22,727 shares
    Change vs previous 13F +197 shares

    1.17% of the 13F portfolio, value $3,208,226.

    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 22,530 shares
    Change vs previous 13F -172 shares

    1.18% of the 13F portfolio, value $3,188,047.

    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 22,702 shares
    Change vs previous 13F -66 shares

    1.18% of the 13F portfolio, value $3,020,300.

    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 22,768 shares
    Change vs previous 13F -338 shares

    1.17% of the 13F portfolio, value $2,834,619.

    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 23,106 shares
    Change vs previous 13F -237 shares

    1.28% of the 13F portfolio, value $3,127,977.

    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 23,343 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,256,210.

    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).