SEC 13F Intelligence

Dkm Wealth Management, Inc. / TBLD

Dkm Wealth Management, Inc.’s Thornburg Incm Builder Opp T Position

Does Dkm Wealth Management, Inc. own Thornburg Incm Builder Opp T (TBLD)? Yes — 964.6K shares worth $20M (+14.70% of its 13F portfolio) as of Q1 2026, up from 953.0K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
964.6K
% of Portfolio
+14.70%
Quarters Held
6
currently held

Position History TBLD

Reported value by quarter
Q4 ’24: $16MQ4 ’24Q1 ’25: $17MQ1 ’25Q2 ’25: $19MQ2 ’25Q3 ’25: $19MQ3 ’25Q4 ’25: $19MQ4 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026964.6K$20M+14.70%
Q4 2025953.0K$19M+14.29%
Q3 2025941.1K$19M+15.02%
Q2 2025955.2K$19M+14.71%
Q1 2025974.5K$17M+19.08%
Q4 2024977.4K$16M+15.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dkm Wealth Management, Inc.’s full portfolio or all institutional holders of TBLD.