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
- period ended2026-06-3013F 533,675 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 313,227 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 466,928 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 488,924 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 660,296 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).