BKM Wealth Management, LLC

Position in C — Citigroup Inc

CIK 2007263 BROOKFIELD, WI

Position in C

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,469,440

+$251,757 QoQ

Shares Held

10,499

-2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#1,183

of 2,621 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BKM Wealth Management, LLC holds $9,800,316 across 5 Banks - Diversified names. C ranks #2 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,960	$6,860,836
2	C	Citigroup Inc This page	10,499	$1,469,440
3	BCS	Barclays PLC	34,269	$920,465
4	BAC	Bank Of America Corp /De/	5,054	$287,976
5	BNY	Bank of New York Mellon Corp	1,809	$261,599

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,469,440	10,499	-2.2%	Shares	Sole	2026-07-29
2026-03-31	$1,217,683	10,737	-4.8%	Shares	Sole	2026-04-22
2025-12-31	$1,316,496	11,282	-3.6%	Shares	Sole	2026-01-29
2025-09-30	$1,187,956	11,704	-5.6%	Shares	Sole	2025-10-23
2025-06-30	$1,055,828	12,404	-1.8%	Shares	Sole	2025-07-29
2025-03-31	$897,029	12,636	-1.9%	Shares	Sole	2025-05-05
2024-12-31	$906,482	12,878	-1.4%	Shares	Sole	2025-01-31
2024-09-30	$817,869	13,065	-5.1%	Shares	Sole	2024-10-23
2024-06-30	$873,971	13,772	+1.5%	Shares	Sole	2024-07-24
2024-03-31	$858,419	13,574	+4.6%	Shares	Sole	2024-04-18
2023-12-31	$667,845	12,983	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.