Skip to content
Disclosery

DKM Wealth Management, Inc.: OEF position timeline

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

DKM Wealth Management, Inc. held 1,863 OEF 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 1,863 shares
    Change vs previous 13F +36 shares

    0.45% of the 13F portfolio, value $711,927.

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

  2. period ended2026-06-30
    13F 1,827 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $668,535.

    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 1,827 shares
    Change vs previous 13F -120 shares

    0.42% of the 13F portfolio, value $581,178.

    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 1,947 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $667,808.

    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 1,947 shares
    Change vs previous 13F -180 shares

    0.52% of the 13F portfolio, value $648,065.

    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 2,127 shares
    Change vs previous 13F -600 shares

    0.56% of the 13F portfolio, value $647,360.

    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 2,727 shares
    Change vs previous 13F +171 shares

    0.72% of the 13F portfolio, value $738,547.

    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 2,556 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $738,280.

    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).