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BNC WEALTH MANAGEMENT, LLC: HOOD position timeline

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

BNC WEALTH MANAGEMENT, LLC held 67,016 HOOD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,016 shares
    Change vs previous 13F +1,337 shares

    1.63% of the 13F portfolio, value $6,720,364.

    13F-HR 0001821549-26-000003 filed by BNC 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 65,679 shares
    Change vs previous 13F +2,738 shares

    1.26% of the 13F portfolio, value $4,551,555.

    13F-HR 0001821549-26-000002 filed by BNC 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 62,941 shares
    Change vs previous 13F +3,114 shares

    1.83% of the 13F portfolio, value $7,118,627.

    13F-HR 0001821549-26-000001 filed by BNC WEALTH MANAGEMENT, 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 59,827 shares
    Change vs previous 13F +1,717 shares

    2.16% of the 13F portfolio, value $8,566,030.

    13F-HR 0001821549-25-000004 filed by BNC WEALTH MANAGEMENT, 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 58,110 shares
    Change vs previous 13F +21,688 shares

    1.61% of the 13F portfolio, value $5,440,839.

    13F-HR 0001821549-25-000002 filed by BNC WEALTH MANAGEMENT, 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 36,422 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,515,884.

    13F-HR 0001849518-25-000005 filed by BNC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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