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BOK Financial Private Wealth, Inc.: BRO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOK Financial Private Wealth, Inc. on BRO, newest first. How the timeline and the estimate are built.

BOK Financial Private Wealth, Inc. held 4,926 BRO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,926 shares
    Change vs previous 13F -222 shares

    0.02% of the 13F portfolio, value $316,003.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 5,148 shares
    Change vs previous 13F -235 shares

    0.02% of the 13F portfolio, value $335,702.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 5,383 shares
    Change vs previous 13F -786 shares

    0.03% of the 13F portfolio, value $429,026.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 6,169 shares
    Change vs previous 13F -5,901 shares

    0.04% of the 13F portfolio, value $578,591.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 12,070 shares
    Change vs previous 13F -2,975 shares

    0.09% of the 13F portfolio, value $1,338,201.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 15,045 shares
    Change vs previous 13F -3,675 shares

    0.14% of the 13F portfolio, value $1,871,598.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 18,720 shares
    Change vs previous 13F -2,042 shares

    0.14% of the 13F portfolio, value $1,909,815.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 20,762 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,150,944.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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