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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

CSL holding history

Carlisle Companies 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.

CSL overviewAll 13F holders of CSLFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of CSL by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−928−100.0%Sold outHolders
Q3 2025928$305.3K0.1%−11−1.2%ReducedHolders
Q2 2025939$350.6K0.1%−85−8.3%ReducedHolders
Q1 20251,024$348.7K0.1%+119+13.1%AddedHolders
Q4 2024905$333.8K0.1%+905NewHolders