BKM Wealth Management, LLC: SNN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BKM Wealth Management, LLC on SNN, newest first. How the timeline and the estimate are built.
BKM Wealth Management, LLC held 20,959 SNN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 20,959 sharesChange vs previous 13F +2,497 shares
0.21% of the 13F portfolio, value $603,849.
13F-HR 0002007263-26-000003 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,462 sharesChange vs previous 13F +451 shares
0.21% of the 13F portfolio, value $586,739.
13F-HR 0002007263-26-000002 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,011 sharesChange vs previous 13F -1,116 shares
0.22% of the 13F portfolio, value $590,958.
13F-HR 0002007263-26-000001 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,127 sharesChange vs previous 13F -1,626 shares
0.26% of the 13F portfolio, value $694,134.
13F-HR 0002007263-25-000007 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,753 sharesChange vs previous 13F -1,238 shares
0.25% of the 13F portfolio, value $635,677.
13F-HR 0002007263-25-000005 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,991 sharesChange vs previous 13F +2,936 shares
0.26% of the 13F portfolio, value $623,890.
13F-HR 0002007263-25-000004 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,055 sharesChange vs previous 13F -1,002 shares
0.19% of the 13F portfolio, value $468,376.
13F-HR 0002007263-25-000003 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,057 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $624,577.
13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).