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Thornburg Income Builder shares owned by DKM Wealth Management

Quarter-by-quarter ownership of Thornburg Income Builder (TBLD) shares owned by DKM Wealth Management from 13F filings

Historical chart of DKM Wealth Management investment in Thornburg Income Builder

Tip: Access up to 7 years of quarterly data

All positions including Thornburg Income Builder held by DKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Thornburg Income Builder by DKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $19M 941k 19.89
2025-06-30 $19M 955k 19.62
2025-03-31 $18M 975k 17.94
2024-12-31 $16M 977k 16.28

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 Thornburg Income Builder

UBS Group
DKM Wealth Management
Raymond James Financial
Stifel Financial
Advisors Asset Management
Royal Bank of Canada
Morgan Stanley
Kera Capital Partners
Wells Fargo & Company
Thomas J. Herzfeld Advisors
LPL Financial
Rockefeller Capital Management
Private Advisor
Wealth Enhancement Advisory Services
Kestra Advisory Services

View all funds holding Thornburg Income Builder