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Disclosery

BNB Wealth Management, LLC: BUL position timeline

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

BNB Wealth Management, LLC held 31,952 BUL shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,952 shares
    Change vs previous 13F -30,564 shares

    1.03% of the 13F portfolio, value $1,883,868.

    13F-HR 0002111175-26-000003 filed by BNB Wealth 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 62,516 shares
    Change vs previous 13F +1,667 shares

    2.17% of the 13F portfolio, value $3,379,620.

    13F-HR 0002111175-26-000002 filed by BNB Wealth 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 60,849 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $3,352,177.

    13F-HR 0002111175-26-000001 filed by BNB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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