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Bell & Brown Wealth Advisors, LLC: TK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bell & Brown Wealth Advisors, LLC on TK, newest first. How the timeline and the estimate are built.

Bell & Brown Wealth Advisors, LLC held 196,468 TK shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,468 shares
    Change vs previous 13F -1,500 shares

    0.6% of the 13F portfolio, value $1,964,680.

    13F-HR 0001725362-26-000008 filed by Bell & Brown Wealth Advisors, 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 197,968 shares
    Change vs previous 13F +482 shares

    0.78% of the 13F portfolio, value $2,417,189.

    13F-HR 0001725362-26-000004 filed by Bell & Brown Wealth Advisors, 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/A 197,486 shares
    Change vs previous 13F -5,066 shares

    0.57% of the 13F portfolio, value $1,783,298.

    13F-HR/A 0001725362-26-000006 filed by Bell & Brown Wealth Advisors, 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 202,552 shares
    Change vs previous 13F +1,899 shares

    0.54% of the 13F portfolio, value $1,656,875.

    13F-HR 0001172661-25-004625 filed by Bell & Brown Wealth Advisors, 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 200,653 shares
    Change vs previous 13F +1,050 shares

    0.59% of the 13F portfolio, value $1,655,395.

    13F-HR 0001172661-25-002772 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 199,603 shares
    Change vs previous 13F +7,825 shares

    0.51% of the 13F portfolio, value $1,311,398.

    13F-HR 0001172661-25-001589 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 191,778 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,329,028.

    13F-HR 0001172661-25-001590 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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