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Disclosery

HENNESSY ADVISORS INC: BKU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HENNESSY ADVISORS INC on BKU, newest first. How the timeline and the estimate are built.

HENNESSY ADVISORS INC held 50,000 BKU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,000 shares
    Change vs previous 13F -3,000 shares

    0.08% of the 13F portfolio, value $2,422,500.

    13F-HR 0000897069-26-001507 filed by HENNESSY ADVISORS INC
    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 53,000 shares
    Change vs previous 13F -12,000 shares

    0.09% of the 13F portfolio, value $2,393,480.

    13F-HR 0000897069-26-000920 filed by HENNESSY ADVISORS INC
    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 65,000 shares
    Change vs previous 13F -20,000 shares

    0.1% of the 13F portfolio, value $2,897,050.

    13F-HR 0000897069-26-000187 filed by HENNESSY ADVISORS INC
    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 85,000 shares
    Change vs previous 13F -5,000 shares

    0.11% of the 13F portfolio, value $3,243,600.

    13F-HR 0000897069-25-001587 filed by HENNESSY ADVISORS INC
    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 90,000 shares
    Change vs previous 13F -5,000 shares

    0.11% of the 13F portfolio, value $3,203,100.

    13F-HR 0000897069-25-001186 filed by HENNESSY ADVISORS INC
    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 95,000 shares
    Change vs previous 13F -2,000 shares

    0.11% of the 13F portfolio, value $3,271,800.

    13F-HR 0000897069-25-000822 filed by HENNESSY ADVISORS INC
    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 97,000 shares
    Change vs previous 13F -7,000 shares

    0.11% of the 13F portfolio, value $3,702,490.

    13F-HR 0000897069-25-000103 filed by HENNESSY ADVISORS INC
    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 104,000 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,789,760.

    13F-HR 0000897069-24-001965 filed by HENNESSY ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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