Skip to content
Disclosery

BKM Wealth Management, LLC: IVW position timeline

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

BKM Wealth Management, LLC held 86,516 IVW 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 86,516 shares
    Change vs previous 13F -6,576 shares

    4.21% of the 13F portfolio, value $11,898,641.

    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 93,092 shares
    Change vs previous 13F +1,572 shares

    3.84% of the 13F portfolio, value $10,529,685.

    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 91,520 shares
    Change vs previous 13F -3,447 shares

    4.12% of the 13F portfolio, value $11,280,779.

    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 94,967 shares
    Change vs previous 13F -1,296 shares

    4.23% of the 13F portfolio, value $11,464,524.

    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 96,263 shares
    Change vs previous 13F -2,096 shares

    4.14% of the 13F portfolio, value $10,598,619.

    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 98,359 shares
    Change vs previous 13F -3,262 shares

    3.76% of the 13F portfolio, value $9,130,690.

    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 101,621 shares
    Change vs previous 13F -2,007 shares

    4.23% of the 13F portfolio, value $10,317,675.

    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 103,628 shares
    Change vs previous 13F not available

    4.03% of the 13F portfolio, value $9,922,435.

    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).