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BKM Wealth Management, LLC

SEC CIK
0002007263
Latest filing
Jul 29, 2026

META holding history

Meta Platforms, 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.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
2,567
Value
$1.45M
% of portfolio
0.5%
Quarters held
10
Since Q4 2023
Holdings of META by BKM Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,567$1.45M0.5%−929−26.6%ReducedHolders
Q1 20263,496$2.00M0.7%−717−17.0%ReducedHolders
Q4 20254,213$2.78M1.0%+455+12.1%AddedHolders
Q3 20253,758$2.76M1.0%+3,225+605.1%AddedHolders
Q2 2025533$393.4K0.2%00.0%UnchangedHolders
Q1 2025533$307.2K0.1%−13−2.4%ReducedHolders
Q4 2024546$319.7K0.1%+35+6.8%AddedHolders
Q3 2024511$292.5K0.1%+511NewHolders
Q2 20240$00.0%−511−100.0%Sold outHolders
Q1 2024511$248.1K0.1%00.0%UnchangedHolders
Q4 2023511$180.9K0.1%–No prior filingHolders