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BKM Wealth Management, LLC: LOW position timeline

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

BKM Wealth Management, LLC held 9,194 LOW 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 9,194 shares
    Change vs previous 13F -901 shares

    0.72% of the 13F portfolio, value $2,027,211.

    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 10,095 shares
    Change vs previous 13F -869 shares

    0.87% of the 13F portfolio, value $2,385,272.

    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 10,964 shares
    Change vs previous 13F -4,398 shares

    0.97% of the 13F portfolio, value $2,644,102.

    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 15,362 shares
    Change vs previous 13F +11 shares

    1.42% of the 13F portfolio, value $3,860,643.

    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 15,351 shares
    Change vs previous 13F +49 shares

    1.33% of the 13F portfolio, value $3,405,939.

    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 15,302 shares
    Change vs previous 13F +1,165 shares

    1.47% of the 13F portfolio, value $3,568,895.

    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 14,137 shares
    Change vs previous 13F -127 shares

    1.43% of the 13F portfolio, value $3,489,018.

    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 14,264 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,863,409.

    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).