GRIMES & Co WEALTH MANAGEMENT, LLC: BKLN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GRIMES & Co WEALTH MANAGEMENT, LLC on BKLN, newest first. How the timeline and the estimate are built.
GRIMES & Co WEALTH MANAGEMENT, LLC held 179,357 BKLN shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 179,357 sharesChange vs previous 13F +5,272 shares
0.08% of the 13F portfolio, value $3,653,497.
13F-HR 0001321993-26-000005 filed by GRIMES & Co WEALTH MANAGEMENT, 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 174,085 sharesChange vs previous 13F -5,841 shares
0.1% of the 13F portfolio, value $3,553,084.
13F-HR 0001321993-26-000004 filed by GRIMES & Co WEALTH MANAGEMENT, 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 179,926 sharesChange vs previous 13F +5,553 shares
0.09% of the 13F portfolio, value $3,778,442.
13F-HR 0001321993-26-000003 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 174,373 sharesChange vs previous 13F +5,149 shares
0.09% of the 13F portfolio, value $3,649,622.
13F-HR 0001321993-25-000009 filed by GRIMES & Co WEALTH MANAGEMENT, 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 169,224 sharesChange vs previous 13F -10,058,908 shares
0.1% of the 13F portfolio, value $3,540,168.
13F-HR 0001321993-25-000008 filed by GRIMES & Co WEALTH MANAGEMENT, 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 10,228,132 sharesChange vs previous 13F +435,243 shares
6.55% of the 13F portfolio, value $211,722,327.
13F-HR 0001321993-25-000004 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,792,889 sharesChange vs previous 13F +295,869 shares
5.94% of the 13F portfolio, value $206,336,177.
13F-HR 0001321993-25-000002 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,497,020 sharesChange vs previous 13F not available
5.4% of the 13F portfolio, value $199,532,387.
13F-HR 0001321993-24-000007 filed by GRIMES & Co WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).