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Source Capital shares owned by DKM Wealth Management

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by DKM Wealth Management from 13F filings

Historical chart of DKM Wealth Management investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by DKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by DKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 286k 45.02
2025-06-30 $12M 281k 43.36
2025-03-31 $12M 276k 41.51

More positions owned by DKM Wealth Management

Thornburg Income Builder (TBLD)
T Rowe Price Etf Cap Appreciation (TCAF)
Source Capital Com Shs Of Ben I (SOR)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Nuveen Ins Ca Tx Fr Adv Mun (NKX)
Trust For Professional Man Performance Tr S (STBF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Rbb Fund Trust Tweedy Browne (COPY)

View all positions for DKM Wealth Management

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Hara Capital
Morgan Stanley
Mesirow Financial Investment Management International Equity
First Trust Advisors
Wells Fargo & Company
Raymond James Financial
Hennion & Walsh Asset Management
Anchor Investment Management
Smith Asset Management
Invesco
Chemistry Wealth Management
Us Bancorp
LPL Financial

View all funds holding Source Capital