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Disclosery

BKM Wealth Management, LLC: QYLD position timeline

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

BKM Wealth Management, LLC held 68,234 QYLD 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 68,234 shares
    Change vs previous 13F -31,756 shares

    0.45% of the 13F portfolio, value $1,257,566.

    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 99,990 shares
    Change vs previous 13F +1,415 shares

    0.63% of the 13F portfolio, value $1,714,831.

    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 98,575 shares
    Change vs previous 13F +19,205 shares

    0.64% of the 13F portfolio, value $1,741,827.

    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 79,370 shares
    Change vs previous 13F +3,413 shares

    0.5% of the 13F portfolio, value $1,350,097.

    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 75,957 shares
    Change vs previous 13F +26,556 shares

    0.5% of the 13F portfolio, value $1,270,007.

    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 49,401 shares
    Change vs previous 13F -2,692 shares

    0.34% of the 13F portfolio, value $821,541.

    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 52,093 shares
    Change vs previous 13F -22,901 shares

    0.39% of the 13F portfolio, value $949,147.

    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 74,994 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,352,895.

    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).