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Koa Wealth Management, LLC: BN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Koa Wealth Management, LLC on BN, newest first. How the timeline and the estimate are built.

Koa Wealth Management, LLC held 48,395 BN shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,395 shares
    Change vs previous 13F -415 shares

    1.4% of the 13F portfolio, value $2,061,143.

    13F-HR 0001172661-26-002703 filed by Koa Wealth Management, LLC
    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 48,810 shares
    Change vs previous 13F +217 shares

    1.43% of the 13F portfolio, value $1,975,341.

    13F-HR 0001172661-26-001567 filed by Koa Wealth Management, LLC
    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 48,593 shares
    Change vs previous 13F +24,081 shares

    1.53% of the 13F portfolio, value $2,229,933.

    13F-HR 0001172661-26-000393 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,512 shares
    Change vs previous 13F -368 shares

    1.25% of the 13F portfolio, value $1,681,033.

    13F-HR 0001172661-25-004446 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,880 shares
    Change vs previous 13F -219 shares

    1.22% of the 13F portfolio, value $1,538,828.

    13F-HR 0001172661-25-002749 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 25,099 shares
    Change vs previous 13F -2,351 shares

    1.06% of the 13F portfolio, value $1,315,439.

    13F-HR 0001172661-25-001663 filed by Koa Wealth Management, LLC
    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 27,450 shares
    Change vs previous 13F -6,198 shares

    1.29% of the 13F portfolio, value $1,577,003.

    13F-HR 0001172661-25-000327 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 33,648 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,788,391.

    13F-HR 0001172661-24-004482 filed by Koa Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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