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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

AFL holding history

Aflac Inc in every 13F filed by BKM Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AFL overviewAll 13F holders of AFLFull Q2 2026 holdings

Shares (Q2 2026)
1,767
Value
$207.2K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of AFL by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,767$207.2K0.1%−331−15.8%ReducedHolders
Q1 20262,098$230.2K0.1%−811−27.9%ReducedHolders
Q4 20252,909$320.8K0.1%−716−19.8%ReducedHolders
Q3 20253,625$404.9K0.1%−22,091−85.9%ReducedHolders
Q2 202525,716$2.71M1.1%−186−0.7%ReducedHolders
Q1 202525,902$2.88M1.2%+2,015+8.4%AddedHolders
Q4 202423,887$2.47M1.0%+402+1.7%AddedHolders
Q3 202423,485$2.63M1.1%+1,897+8.8%AddedHolders
Q2 202421,588$1.93M0.9%+179+0.8%AddedHolders
Q1 202421,409$1.84M0.8%+2,525+13.4%AddedHolders
Q4 202318,884$1.56M0.7%–No prior filingHolders