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BKM Wealth Management, LLC: PPG position timeline

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

BKM Wealth Management, LLC held 0 PPG shares at 2025-06-30 per its 13F-HR filed 2025-07-29.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -4,847 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 4,847 shares
    Change vs previous 13F +115 shares

    0.22% of the 13F portfolio, value $530,020.

    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).

  3. period ended2024-12-31
    13F 4,732 shares
    Change vs previous 13F +210 shares

    0.23% of the 13F portfolio, value $565,238.

    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).

  4. period ended2024-09-30
    13F 4,522 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $598,984.

    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).