SEC 13F Intelligence

Dkm Wealth Management, Inc. / XSORX

Dkm Wealth Management, Inc.’s Source Capital Position

Does Dkm Wealth Management, Inc. own Source Capital (XSORX)? Yes — 301.4K shares worth $14M (+10.07% of its 13F portfolio) as of Q1 2026, up from 294.9K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
301.4K
% of Portfolio
+10.07%
Quarters Held
4
currently held

Position History XSORX

Reported value by quarter
Q2 ’25: $24MQ2 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $13MQ4 ’25Q1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026301.4K$14M+10.07%
Q4 2025294.9K$13M+10.07%
Q3 2025285.6K$13M+10.32%
Q2 2025557.4K$24M+18.57%

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 XSORX.