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GoalVest Advisory LLC: BKLN position timeline

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

GoalVest Advisory LLC held 8,619 BKLN shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,619 shares
    Change vs previous 13F -15,499 shares

    0.03% of the 13F portfolio, value $176,086.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,118 shares
    Change vs previous 13F -4,187 shares

    0.09% of the 13F portfolio, value $491,284.

    13F-HR 0001839307-26-000011 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 28,305 shares
    Change vs previous 13F -321,989 shares

    0.11% of the 13F portfolio, value $577,705.

    13F-HR 0001839307-26-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 350,294 shares
    Change vs previous 13F +318,109 shares

    1.41% of the 13F portfolio, value $7,356,174.

    13F-HR 0001839307-26-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 32,185 shares
    Change vs previous 13F +548 shares

    0.14% of the 13F portfolio, value $673,632.

    13F-HR 0001839307-25-000008 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 31,637 shares
    Change vs previous 13F -148,387 shares

    0.16% of the 13F portfolio, value $661,846.

    13F-HR 0001839307-25-000003 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 180,024 shares
    Change vs previous 13F +139,519 shares

    1.02% of the 13F portfolio, value $3,726,497.

    13F-HR 0001839307-25-000002 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,505 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $853,440.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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