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FORM Wealth Advisors, LLC: BKLN position timeline

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

FORM Wealth Advisors, LLC held 533,675 BKLN shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 533,675 shares
    Change vs previous 13F +220,448 shares

    1.2% of the 13F portfolio, value $10,870,970.

    13F-HR 0002085853-26-000683 filed by FORM Wealth 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 313,227 shares
    Change vs previous 13F -153,701 shares

    0.75% of the 13F portfolio, value $6,392,973.

    13F-HR 0002085853-26-000363 filed by FORM Wealth 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 466,928 shares
    Change vs previous 13F -21,996 shares

    1.15% of the 13F portfolio, value $9,805,493.

    13F-HR 0002085853-26-000123 filed by FORM Wealth 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 ended2025-06-30
    13F 488,924 shares
    Change vs previous 13F -171,372 shares

    1.24% of the 13F portfolio, value $10,228,288.

    13F-HR 0001667731-25-000840 filed by FORM Wealth 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 ended2025-03-31
    13F 660,296 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $13,668,128.

    13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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