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BHK Investment Advisors, LLC: IWS position timeline

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

BHK Investment Advisors, LLC held 13,873 IWS 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 13,873 shares
    Change vs previous 13F +277 shares

    0.68% of the 13F portfolio, value $2,283,473.

    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 13,596 shares
    Change vs previous 13F -99 shares

    0.66% of the 13F portfolio, value $1,981,510.

    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 13,695 shares
    Change vs previous 13F +537 shares

    0.63% of the 13F portfolio, value $1,931,614.

    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 13,158 shares
    Change vs previous 13F -348 shares

    0.69% of the 13F portfolio, value $1,837,786.

    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 13,506 shares
    Change vs previous 13F +1,118 shares

    0.7% of the 13F portfolio, value $1,784,672.

    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 12,388 shares
    Change vs previous 13F -273 shares

    0.66% of the 13F portfolio, value $1,560,505.

    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 12,661 shares
    Change vs previous 13F -373 shares

    0.61% of the 13F portfolio, value $1,637,577.

    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 13,034 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,723,700.

    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).