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Disclosery

BFI Wealth Solutions, LLC: KOCT position timeline

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

BFI Wealth Solutions, LLC held 98,837 KOCT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 98,837 shares
    Change vs previous 13F +9,747 shares

    2.73% of the 13F portfolio, value $3,692,551.

    13F-HR 0001172661-26-003166 filed by BFI Wealth Solutions, 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 89,090 shares
    Change vs previous 13F +16,704 shares

    2.92% of the 13F portfolio, value $3,044,208.

    13F-HR 0001172661-26-002267 filed by BFI Wealth Solutions, 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 72,386 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $2,437,237.

    13F-HR 0001172661-26-001316 filed by BFI Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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