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BKM Wealth Management, LLC: QQQM position timeline

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

BKM Wealth Management, LLC held 15,816 QQQM 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 15,816 shares
    Change vs previous 13F -208 shares

    1.7% of the 13F portfolio, value $4,791,791.

    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 16,024 shares
    Change vs previous 13F +2,348 shares

    1.39% of the 13F portfolio, value $3,807,632.

    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 13,676 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $3,458,938.

    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).