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Disclosery

DKM Wealth Management, Inc.: IWM position timeline

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

DKM Wealth Management, Inc. held 2,242 IWM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,242 shares
    Change vs previous 13F -77 shares

    0.39% of the 13F portfolio, value $623,030.

    13F-HR 0001085146-26-000874 filed by DKM Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,319 shares
    Change vs previous 13F -15 shares

    0.46% of the 13F portfolio, value $696,744.

    13F-HR 0002055833-26-000006 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,334 shares
    Change vs previous 13F -857 shares

    0.42% of the 13F portfolio, value $578,832.

    13F-HR 0002055833-26-000002 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,191 shares
    Change vs previous 13F -29 shares

    0.59% of the 13F portfolio, value $785,497.

    13F-HR 0002055833-26-000001 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,220 shares
    Change vs previous 13F -858 shares

    0.63% of the 13F portfolio, value $779,112.

    13F-HR 0001085146-25-005911 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,078 shares
    Change vs previous 13F -4,095 shares

    0.76% of the 13F portfolio, value $879,992.

    13F-HR 0001085146-25-003872 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F/A 8,173 shares
    Change vs previous 13F +46 shares

    1.58% of the 13F portfolio, value $1,630,386.

    13F-HR 0001085146-25-002066 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 8,127 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $1,795,811.

    13F-HR 0001085146-25-001095 filed by DKM Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).