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Disclosery

DKM Wealth Management, Inc.: SPY position timeline

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

DKM Wealth Management, Inc. held 1,750 SPY 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 1,750 shares
    Change vs previous 13F +4 shares

    0.84% of the 13F portfolio, value $1,334,262.

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

  2. period ended2026-06-30
    13F 1,746 shares
    Change vs previous 13F +3 shares

    0.85% of the 13F portfolio, value $1,303,527.

    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 1,743 shares
    Change vs previous 13F +22 shares

    0.82% of the 13F portfolio, value $1,133,253.

    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 1,721 shares
    Change vs previous 13F +10 shares

    0.88% of the 13F portfolio, value $1,173,280.

    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 1,711 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,139,537.

    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 1,711 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $1,056,866.

    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 1,711 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $956,867.

    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 1,711 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,002,522.

    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).