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Disclosery

BKM Wealth Management, LLC: VO position timeline

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

BKM Wealth Management, LLC held 74,696 VO 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 74,696 shares
    Change vs previous 13F +55,325 shares

    2.13% of the 13F portfolio, value $6,018,324.

    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 19,371 shares
    Change vs previous 13F +277 shares

    2.03% of the 13F portfolio, value $5,563,082.

    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 19,094 shares
    Change vs previous 13F +133 shares

    2.03% of the 13F portfolio, value $5,541,565.

    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 18,961 shares
    Change vs previous 13F -28 shares

    2.05% of the 13F portfolio, value $5,569,679.

    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 18,989 shares
    Change vs previous 13F +1,666 shares

    2.08% of the 13F portfolio, value $5,313,749.

    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 17,323 shares
    Change vs previous 13F -469 shares

    1.84% of the 13F portfolio, value $4,480,127.

    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 17,792 shares
    Change vs previous 13F -560 shares

    1.93% of the 13F portfolio, value $4,699,441.

    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 18,352 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $4,841,836.

    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).