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DKM Wealth Management, Inc. → SOR
DKM Wealth Management, Inc. SOR Position History
Source Capital
Quarters held
5
Latest value
$14.5M
Q3 2026
Peak value
$14.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.9M |
| Q4 2025 | $13.5M |
| Q1 2026 | $14M |
| Q2 2026 | $14.4M |
| Q3 2026 | $14.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.5M | 318.7K | — | — |
| Q2 2026 | $14.4M | 313.1K | — | — |
| Q1 2026 | $14M | 301.4K | — | — |
| Q4 2025 | $13.5M | 294.9K | — | — |
| Q3 2025 | $12.9M | 285.6K | — | — |