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Disclosery

CRUX WEALTH ADVISORS: BKLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CRUX WEALTH ADVISORS on BKLC, newest first. How the timeline and the estimate are built.

CRUX WEALTH ADVISORS held 69,947 BKLC 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 69,947 shares
    Change vs previous 13F +1,367 shares

    3.48% of the 13F portfolio, value $10,029,677.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 68,580 shares
    Change vs previous 13F +3,209 shares

    3.29% of the 13F portfolio, value $8,559,468.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 65,371 shares
    Change vs previous 13F +3,406 shares

    3.18% of the 13F portfolio, value $8,550,520.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 61,965 shares
    Change vs previous 13F +1,492 shares

    3.15% of the 13F portfolio, value $7,955,078.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 60,473 shares
    Change vs previous 13F +32,123 shares

    3.05% of the 13F portfolio, value $7,161,799.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 28,350 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,014,142.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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