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Kathmere Capital Management, LLC: BSMQ position timeline

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

Kathmere Capital Management, LLC held 42,237 BSMQ 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 42,237 shares
    Change vs previous 13F -772 shares

    0.05% of the 13F portfolio, value $994,470.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 43,009 shares
    Change vs previous 13F -13,590 shares

    0.06% of the 13F portfolio, value $1,016,088.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 56,599 shares
    Change vs previous 13F +1,363 shares

    0.09% of the 13F portfolio, value $1,338,283.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 55,236 shares
    Change vs previous 13F -537 shares

    0.09% of the 13F portfolio, value $1,304,951.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital 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 55,773 shares
    Change vs previous 13F +33,550 shares

    0.1% of the 13F portfolio, value $1,314,012.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital 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 22,223 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $524,685.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital 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 22,223 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $523,796.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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