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DKM Wealth Management, Inc. → TBLD
DKM Wealth Management, Inc. TBLD Position History
TBLD
Quarters held
5
Latest value
$19.8M
Q3 2026
Peak value
$21.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.7M |
| Q4 2025 | $19.2M |
| Q1 2026 | $20.4M |
| Q2 2026 | $21.1M |
| Q3 2026 | $19.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.8M | 973.5K | — | — |
| Q2 2026 | $21.1M | 957.8K | — | — |
| Q1 2026 | $20.4M | 964.6K | — | — |
| Q4 2025 | $19.2M | 953.0K | — | — |
| Q3 2025 | $18.7M | 941.1K | — | — |