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Herold Advisors, Inc.: BKLC position timeline

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

Herold Advisors, Inc. held 11,174 BKLC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,174 shares
    Change vs previous 13F +4 shares

    0.32% of the 13F portfolio, value $1,603,000.

    13F-HR 0001172661-26-002737 filed by Herold 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 11,170 shares
    Change vs previous 13F -370 shares

    0.31% of the 13F portfolio, value $1,394,129.

    13F-HR 0001172661-26-001982 filed by Herold 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 11,540 shares
    Change vs previous 13F +450 shares

    0.34% of the 13F portfolio, value $1,509,433.

    13F-HR 0001172661-26-001090 filed by Herold 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 11,090 shares
    Change vs previous 13F -3,436 shares

    0.33% of the 13F portfolio, value $1,423,734.

    13F-HR 0001172661-25-004762 filed by Herold 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 14,526 shares
    Change vs previous 13F -3,024 shares

    0.36% of the 13F portfolio, value $1,720,330.

    13F-HR 0001172661-25-003383 filed by Herold 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 17,550 shares
    Change vs previous 13F +2,653 shares

    0.41% of the 13F portfolio, value $1,865,916.

    13F-HR 0001172661-25-001744 filed by Herold 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 14,897 shares
    Change vs previous 13F +1,881 shares

    0.36% of the 13F portfolio, value $1,669,358.

    13F-HR 0001172661-25-001072 filed by Herold 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 13,016 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,426,033.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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