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BKM Wealth Management, LLC: VNQ position timeline

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

BKM Wealth Management, LLC held 20,528 VNQ 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 20,528 shares
    Change vs previous 13F -3,085 shares

    0.7% of the 13F portfolio, value $1,979,517.

    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 23,613 shares
    Change vs previous 13F +2,043 shares

    0.76% of the 13F portfolio, value $2,094,529.

    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 21,570 shares
    Change vs previous 13F +1,367 shares

    0.7% of the 13F portfolio, value $1,908,792.

    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 20,203 shares
    Change vs previous 13F +1,230 shares

    0.68% of the 13F portfolio, value $1,846,983.

    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 18,973 shares
    Change vs previous 13F +78 shares

    0.66% of the 13F portfolio, value $1,689,799.

    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 18,895 shares
    Change vs previous 13F +547 shares

    0.7% of the 13F portfolio, value $1,710,765.

    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 18,348 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,634,479.

    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 18,348 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,787,473.

    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).