Laurel Wealth Planning LLC: BGRN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Laurel Wealth Planning LLC on BGRN, newest first. How the timeline and the estimate are built.
Laurel Wealth Planning LLC held 72,378 BGRN shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 72,378 sharesChange vs previous 13F +2,662 shares
1.52% of the 13F portfolio, value $3,435,965.
13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 69,716 sharesChange vs previous 13F +56 shares
1.75% of the 13F portfolio, value $3,309,531.
13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 69,660 sharesChange vs previous 13F +4,714 shares
1.85% of the 13F portfolio, value $3,339,201.
13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 64,946 sharesChange vs previous 13F +1,530 shares
1.65% of the 13F portfolio, value $3,125,721.
13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 63,416 sharesChange vs previous 13F +4,114 shares
1.72% of the 13F portfolio, value $3,023,041.
13F-HR 0002063364-25-000199 filed by Laurel Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 59,302 sharesChange vs previous 13F +1,536 shares
1.87% of the 13F portfolio, value $2,808,543.
13F-HR 0002063364-25-000031 filed by Laurel Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 57,766 sharesChange vs previous 13F +2,045 shares
1.74% of the 13F portfolio, value $2,693,000.
13F-HR 0001842010-25-000002 filed by Laurel Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 55,721 sharesChange vs previous 13F not available
1.76% of the 13F portfolio, value $2,694,000.
13F-HR 0001842010-24-000010 filed by Laurel Wealth Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).