Skip to content
Disclosery

BKM Wealth Management, LLC: VTV position timeline

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

BKM Wealth Management, LLC held 15,802 VTV 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 15,802 shares
    Change vs previous 13F -6,092 shares

    1.22% of the 13F portfolio, value $3,443,874.

    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 21,894 shares
    Change vs previous 13F +1,275 shares

    1.57% of the 13F portfolio, value $4,295,727.

    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 20,619 shares
    Change vs previous 13F +1,907 shares

    1.44% of the 13F portfolio, value $3,938,073.

    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 18,712 shares
    Change vs previous 13F +1,372 shares

    1.29% of the 13F portfolio, value $3,489,694.

    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 17,340 shares
    Change vs previous 13F +289 shares

    1.2% of the 13F portfolio, value $3,064,756.

    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 17,051 shares
    Change vs previous 13F +527 shares

    1.21% of the 13F portfolio, value $2,945,472.

    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 16,524 shares
    Change vs previous 13F -209 shares

    1.15% of the 13F portfolio, value $2,797,540.

    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 16,733 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $2,921,089.

    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).