Skip to content
Disclosery

BKM Wealth Management, LLC: ISPY position timeline

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

BKM Wealth Management, LLC held 22,359 ISPY 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 22,359 shares
    Change vs previous 13F -3,835 shares

    0.38% of the 13F portfolio, value $1,077,499.

    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 26,194 shares
    Change vs previous 13F +947 shares

    0.41% of the 13F portfolio, value $1,135,516.

    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 25,247 shares
    Change vs previous 13F +5,559 shares

    0.42% of the 13F portfolio, value $1,152,021.

    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 19,688 shares
    Change vs previous 13F +229 shares

    0.33% of the 13F portfolio, value $888,165.

    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 19,459 shares
    Change vs previous 13F +6,522 shares

    0.32% of the 13F portfolio, value $825,678.

    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 12,937 shares
    Change vs previous 13F +1,584 shares

    0.22% of the 13F portfolio, value $544,524.

    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 11,353 shares
    Change vs previous 13F -8,987 shares

    0.21% of the 13F portfolio, value $502,828.

    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 20,340 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $911,638.

    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).