DBC β€” INVESCO DB COMMDY INDX TRCK

Ownership history in BKM Wealth Management, LLC  Β·  9 quarters on record

AI Ownership Summary

BKM Wealth Management, LLC reported INVESCO DB COMMDY INDX TRCK (DBC) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.64% in 2024 Q2. The latest visible filing shows DBC at 0.58% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BKM Wealth Management, LLC's position in INVESCO DB COMMDY INDX TRCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DBC was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BKM Wealth Management, LLC held DBC β€” position size vs. price
% of Fund (quarterly)    DBC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 70,750 +2,917 +4.3% 0.58% $1.6M 2026-02-14 (Est.) $23.88
2025 Q3 ADDED 67,833 +3,165 +4.9% 0.56% $1.5M 2025-10-23 $22.10
2025 Q2 REDUCED 64,668 -802 -1.2% 0.55% $1.4M 2025-07-29 $21.95
2025 Q1 ADDED 65,470 +1,803 +2.8% 0.61% $1.5M 2025-05-05 $19.97
2024 Q4 ADDED 63,667 +3,137 +5.2% 0.56% $1.4M 2025-01-31 $21.25
2024 Q3 ADDED 60,530 +3,014 +5.2% 0.55% $1.3M 2024-10-23 $20.81
2024 Q2 ADDED 57,516 +8,021 +16.2% 0.64% $1.3M 2024-07-24 $20.59
2024 Q1 ADDED 49,495 +3,055 +6.6% 0.49% $1.1M 2024-04-18 $21.43
2023 Q4 INITIATED 46,440 β€” β€” 0.42% $1.0M 2024-01-10 $20.04

FAQ About BKM Wealth Management, LLC and DBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has BKM Wealth Management, LLC reported owning DBC?

BKM Wealth Management, LLC reported DBC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DBC position in BKM Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DBC was 0.64% in 2024 Q2.

What is the latest reported DBC position on this page?

The most recent filing on this page is 2025 Q4, when BKM Wealth Management, LLC reported 70,750 shares, equal to 0.58% of portfolio, with an estimated market value of $1.6M.

What does the chart on this DBC ownership page compare?

The chart compares BKM Wealth Management, LLC's quarterly DBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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