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Disclosery

BHK Investment Advisors, LLC: IWP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BHK Investment Advisors, LLC on IWP, newest first. How the timeline and the estimate are built.

BHK Investment Advisors, LLC held 9,102 IWP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,102 shares
    Change vs previous 13F -199 shares

    0.4% of the 13F portfolio, value $1,332,560.

    13F-HR 0001062993-26-003860 filed by BHK Investment 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 9,301 shares
    Change vs previous 13F -50 shares

    0.4% of the 13F portfolio, value $1,191,652.

    13F-HR 0001062993-26-002202 filed by BHK Investment 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 9,351 shares
    Change vs previous 13F +96 shares

    0.42% of the 13F portfolio, value $1,280,509.

    13F-HR 0001062993-26-000570 filed by BHK Investment 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 9,255 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,318,057.

    13F-HR 0001062993-25-016497 filed by BHK Investment 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 9,255 shares
    Change vs previous 13F +200 shares

    0.5% of the 13F portfolio, value $1,283,485.

    13F-HR 0001062993-25-013744 filed by BHK Investment 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 9,055 shares
    Change vs previous 13F -499 shares

    0.45% of the 13F portfolio, value $1,063,822.

    13F-HR 0001062993-25-008329 filed by BHK Investment 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 9,554 shares
    Change vs previous 13F -150 shares

    0.45% of the 13F portfolio, value $1,210,997.

    13F-HR 0001062993-25-001577 filed by BHK Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,704 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,138,159.

    13F-HR 0001062993-24-018880 filed by BHK Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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