BKM Wealth Management, LLC
CIK
0002007263
City
BROOKFIELD
State / Country
WI
Holdings in DBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,581,970 | 70,750 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,528,277 | 67,833 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $1,410,409 | 64,668 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $1,473,075 | 65,470 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,361,200 | 63,667 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $1,348,003 | 60,530 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $1,336,096 | 57,516 | Shares | Sole | 2024-07-24 |
| 2024-03-31 | $1,136,900 | 49,495 | Shares | Sole | 2024-04-18 |
| 2023-12-31 | $1,023,537 | 46,440 | Shares | Sole | 2024-01-11 |