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Disclosery

BKM Wealth Management, LLC: WMT position timeline

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

BKM Wealth Management, LLC held 20,208 WMT 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 20,208 shares
    Change vs previous 13F +3,480 shares

    0.81% of the 13F portfolio, value $2,288,823.

    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 16,728 shares
    Change vs previous 13F -2,487 shares

    0.76% of the 13F portfolio, value $2,079,010.

    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 19,215 shares
    Change vs previous 13F -188 shares

    0.78% of the 13F portfolio, value $2,140,783.

    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 19,403 shares
    Change vs previous 13F +189 shares

    0.74% of the 13F portfolio, value $1,999,710.

    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 19,214 shares
    Change vs previous 13F -158 shares

    0.73% of the 13F portfolio, value $1,878,764.

    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 19,372 shares
    Change vs previous 13F +2,552 shares

    0.7% of the 13F portfolio, value $1,700,741.

    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 16,820 shares
    Change vs previous 13F -939 shares

    0.62% of the 13F portfolio, value $1,519,748.

    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 17,759 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,434,094.

    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).