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Disclosery

BKM Wealth Management, LLC: MPC position timeline

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

BKM Wealth Management, LLC held 6,149 MPC 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 6,149 shares
    Change vs previous 13F -407 shares

    0.56% of the 13F portfolio, value $1,572,114.

    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 6,556 shares
    Change vs previous 13F -147 shares

    0.58% of the 13F portfolio, value $1,600,844.

    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 6,703 shares
    Change vs previous 13F -64 shares

    0.4% of the 13F portfolio, value $1,090,108.

    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 6,767 shares
    Change vs previous 13F -86 shares

    0.48% of the 13F portfolio, value $1,304,271.

    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 6,853 shares
    Change vs previous 13F +78 shares

    0.44% of the 13F portfolio, value $1,138,351.

    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 6,775 shares
    Change vs previous 13F +300 shares

    0.41% of the 13F portfolio, value $987,049.

    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 6,475 shares
    Change vs previous 13F +1,306 shares

    0.37% of the 13F portfolio, value $903,262.

    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 5,169 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $842,081.

    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).