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Koa Wealth Management, LLC: BX position timeline

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

Koa Wealth Management, LLC held 35,297 BX 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 35,297 shares
    Change vs previous 13F +5,144 shares

    2.82% of the 13F portfolio, value $4,153,448.

    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 30,153 shares
    Change vs previous 13F +7,555 shares

    2.51% of the 13F portfolio, value $3,467,285.

    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 22,598 shares
    Change vs previous 13F +6,053 shares

    2.39% of the 13F portfolio, value $3,483,189.

    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 16,545 shares
    Change vs previous 13F -617 shares

    2.1% of the 13F portfolio, value $2,826,795.

    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 17,162 shares
    Change vs previous 13F +90 shares

    2.04% of the 13F portfolio, value $2,567,154.

    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 17,072 shares
    Change vs previous 13F +2,793 shares

    1.93% of the 13F portfolio, value $2,386,324.

    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 14,279 shares
    Change vs previous 13F -1,846 shares

    2.01% of the 13F portfolio, value $2,461,985.

    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 16,125 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $2,469,221.

    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).