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Base Wealth Management LLC: BKGI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Base Wealth Management LLC on BKGI, newest first. How the timeline and the estimate are built.

Base Wealth Management LLC held 39,443 BKGI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,443 shares
    Change vs previous 13F +3,356 shares

    0.83% of the 13F portfolio, value $1,773,757.

    13F-HR 0002083977-26-000005 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,087 shares
    Change vs previous 13F -994 shares

    0.9% of the 13F portfolio, value $1,607,308.

    13F-HR 0002083977-26-000004 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,081 shares
    Change vs previous 13F +2,861 shares

    0.81% of the 13F portfolio, value $1,495,836.

    13F-HR 0002083977-26-000002 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,220 shares
    Change vs previous 13F +12,721 shares

    0.76% of the 13F portfolio, value $1,332,347.

    13F-HR 0002083977-25-000003 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,499 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $844,481.

    13F-HR 0002083977-25-000002 filed by Base Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).