BKM Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2024
Location
Brookfield, WI
CIK
0002007263
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2024
196
232,540
IVE, MSFT, VEA, IVW
13F-HR
4/18/2024
000200726324000004
Q4 2023
592
234,571
DGS, IVE, MSFT, VEA
RESTATEMENT
1/11/2024
000200726324000002
Additional filings from BKM Wealth Management, LLC that have since been restated
Q4 2023