Back to ISMCF
BKM Wealth Management, LLC → ISMCF
BKM Wealth Management, LLC ISMCF Position History
ISMCF
Quarters held
4
Latest value
$6.1M
Q3 2026
Peak value
$6.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.5M |
| Q1 2026 | $5.5M |
| Q2 2026 | $5.8M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 44.3K | — | — |
| Q2 2026 | $5.8M | 39.4K | — | — |
| Q1 2026 | $5.5M | 41.7K | — | — |
| Q4 2025 | $5.5M | 42.0K | — | — |