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Disclosery

BKM Wealth Management, LLC: WEC position timeline

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

BKM Wealth Management, LLC held 13,507 WEC 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 13,507 shares
    Change vs previous 13F -8,704 shares

    0.56% of the 13F portfolio, value $1,577,212.

    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 22,211 shares
    Change vs previous 13F +3,206 shares

    0.94% of the 13F portfolio, value $2,571,384.

    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 19,005 shares
    Change vs previous 13F -55 shares

    0.73% of the 13F portfolio, value $2,004,281.

    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 19,060 shares
    Change vs previous 13F +15 shares

    0.81% of the 13F portfolio, value $2,184,098.

    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 19,045 shares
    Change vs previous 13F +170 shares

    0.78% of the 13F portfolio, value $1,984,498.

    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 18,875 shares
    Change vs previous 13F -305 shares

    0.85% of the 13F portfolio, value $2,057,004.

    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 19,180 shares
    Change vs previous 13F +1,091 shares

    0.74% of the 13F portfolio, value $1,803,691.

    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 18,089 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,739,802.

    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).