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Disclosery

BKM Wealth Management, LLC: NGG position timeline

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

BKM Wealth Management, LLC held 10,408 NGG 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 10,408 shares
    Change vs previous 13F +808 shares

    0.31% of the 13F portfolio, value $862,516.

    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 9,600 shares
    Change vs previous 13F +1,956 shares

    0.3% of the 13F portfolio, value $812,166.

    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 7,644 shares
    Change vs previous 13F -424 shares

    0.22% of the 13F portfolio, value $591,263.

    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 8,068 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $586,301.

    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).