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Disclosery

BKM Wealth Management, LLC: RSP position timeline

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

BKM Wealth Management, LLC held 11,052 RSP 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 11,052 shares
    Change vs previous 13F -607 shares

    0.83% of the 13F portfolio, value $2,351,534.

    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 11,659 shares
    Change vs previous 13F +12 shares

    0.82% of the 13F portfolio, value $2,237,595.

    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 11,647 shares
    Change vs previous 13F -78 shares

    0.82% of the 13F portfolio, value $2,231,099.

    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 11,725 shares
    Change vs previous 13F -15 shares

    0.82% of the 13F portfolio, value $2,224,232.

    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 11,740 shares
    Change vs previous 13F -168 shares

    0.83% of the 13F portfolio, value $2,133,627.

    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 11,908 shares
    Change vs previous 13F +308 shares

    0.85% of the 13F portfolio, value $2,062,822.

    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 11,600 shares
    Change vs previous 13F +520 shares

    0.83% of the 13F portfolio, value $2,032,668.

    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 11,080 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,985,092.

    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).