DKM Wealth Management, Inc.
- SEC CIK
- 0002055833
- Latest filing
- Jul 30, 2026
SOR holding history
Source Capital in every 13F filed by DKM Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SOR overviewAll 13F holders of SORFull Q2 2026 holdings
- Shares (Q2 2026)
- 313,096
- Value
- $14.4M
- % of portfolio
- 9.4%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 313,096 | $14.4M | 9.4% | +11,647+3.9% | Added | Holders |
| Q1 2026 | 301,449 | $14.0M | 10.1% | +6,587+2.2% | Added | Holders |
| Q4 2025 | 294,862 | $13.5M | 10.1% | +9,225+3.2% | Added | Holders |
| Q3 2025 | 285,637 | $12.9M | 10.3% | +4,194+1.5% | Added | Holders |
| Q2 2025 | 281,443 | $12.2M | 10.5% | +5,533+2.0% | Added | Holders |
| Q1 2025 | 275,910 | $11.5M | 11.1% | +1,576+0.6% | Added | Holders |
| Q4 2024 | 274,334 | $11.9M | 11.3% | – | No prior filing | Holders |