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Disclosery

BKM Wealth Management, LLC: QSR position timeline

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

BKM Wealth Management, LLC held 7,729 QSR 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 7,729 shares
    Change vs previous 13F -509 shares

    0.2% of the 13F portfolio, value $560,456.

    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 8,238 shares
    Change vs previous 13F -961 shares

    0.22% of the 13F portfolio, value $608,812.

    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 9,199 shares
    Change vs previous 13F +92 shares

    0.23% of the 13F portfolio, value $627,666.

    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 9,107 shares
    Change vs previous 13F -57 shares

    0.22% of the 13F portfolio, value $584,136.

    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 9,164 shares
    Change vs previous 13F -228 shares

    0.24% of the 13F portfolio, value $607,491.

    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 9,392 shares
    Change vs previous 13F +1,054 shares

    0.26% of the 13F portfolio, value $625,890.

    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 8,338 shares
    Change vs previous 13F +261 shares

    0.22% of the 13F portfolio, value $543,475.

    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 8,077 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $582,516.

    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).