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BELLEVUE ASSET MANAGEMENT, LLC: BPRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BELLEVUE ASSET MANAGEMENT, LLC on BPRE, newest first. How the timeline and the estimate are built.

BELLEVUE ASSET MANAGEMENT, LLC held 93,214 BPRE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,214 shares
    Change vs previous 13F +1,396 shares

    0.56% of the 13F portfolio, value $1,212,714.

    13F-HR 0001801619-26-000004 filed by BELLEVUE ASSET 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 91,818 shares
    Change vs previous 13F +46,352 shares

    0.76% of the 13F portfolio, value $1,525,110.

    13F-HR 0001801619-26-000002 filed by BELLEVUE ASSET 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 45,466 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $681,080.

    13F-HR 0001801619-26-000001 filed by BELLEVUE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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