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Gaddis Premier Wealth Advisors LLC: BPRE position timeline

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

Gaddis Premier Wealth Advisors LLC held 10,503 BPRE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,503 shares
    Change vs previous 13F +153 shares

    0.08% of the 13F portfolio, value $136,639.

    13F-HR 0001765380-26-000271 filed by Gaddis Premier 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 10,350 shares
    Change vs previous 13F -5,428 shares

    0.13% of the 13F portfolio, value $171,908.

    13F-HR 0001765380-26-000168 filed by Gaddis Premier 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 15,778 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $236,670.

    13F-HR 0001765380-26-000100 filed by Gaddis Premier Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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