DKM Wealth Management, Inc.YieldConcentrated long-term

CIK: 0002055833 | STOCKTON, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	76	$157.9M	2026-10-09	SEC ↗
Q2 2026	13F-HR	74	$153.0M	2026-07-30	SEC ↗
Q1 2026	13F-HR	77	$138.7M	2026-04-10	SEC ↗
Q4 2025	13F-HR	75	$134.1M	2026-01-12	SEC ↗
Q3 2025	13F-HR	65	$124.6M	2025-10-10	SEC ↗
Q2 2025	13F-HR	57	$116.0M	2025-07-15	SEC ↗
Q1 2025Amended	13F-HR/A	49	$91.6M	2025-04-11	SEC ↗
Q4 2024	13F-HR	52	$105.5M	2025-02-12	SEC ↗