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HCR Wealth Advisors: BKLN position timeline

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

HCR Wealth Advisors held 69,625 BKLN shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,625 shares
    Change vs previous 13F -11,382 shares

    0.13% of the 13F portfolio, value $1,418,280.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 81,007 shares
    Change vs previous 13F -74,670 shares

    0.17% of the 13F portfolio, value $1,653,372.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 155,677 shares
    Change vs previous 13F -5,596 shares

    0.32% of the 13F portfolio, value $3,269,234.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 161,273 shares
    Change vs previous 13F +9,860 shares

    0.35% of the 13F portfolio, value $3,373,848.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 151,413 shares
    Change vs previous 13F +2,862 shares

    0.37% of the 13F portfolio, value $3,167,576.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 148,551 shares
    Change vs previous 13F -1,806 shares

    0.4% of the 13F portfolio, value $3,075,023.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 150,357 shares
    Change vs previous 13F +2,297 shares

    0.4% of the 13F portfolio, value $3,168,028.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 148,060 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,110,743.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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