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Disclosery

BKM Wealth Management, LLC: VWO position timeline

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

BKM Wealth Management, LLC held 80,565 VWO 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 80,565 shares
    Change vs previous 13F -7,746 shares

    1.7% of the 13F portfolio, value $4,808,936.

    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 88,311 shares
    Change vs previous 13F +918 shares

    1.74% of the 13F portfolio, value $4,773,242.

    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 87,393 shares
    Change vs previous 13F +314 shares

    1.72% of the 13F portfolio, value $4,698,280.

    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 87,079 shares
    Change vs previous 13F -1,654 shares

    1.74% of the 13F portfolio, value $4,717,970.

    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 88,733 shares
    Change vs previous 13F -803 shares

    1.71% of the 13F portfolio, value $4,388,779.

    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 89,536 shares
    Change vs previous 13F +1,150 shares

    1.67% of the 13F portfolio, value $4,052,410.

    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 88,386 shares
    Change vs previous 13F -518 shares

    1.6% of the 13F portfolio, value $3,892,561.

    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 88,904 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $4,254,061.

    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).